These billing definitions rate setting allow you to create tiers with different annual rates based on assets under management. The first rate tier always starts at $0.00, and as you add tiers, the From amount always automatically generates based on the previous rate's To amount.

When setting up percentage rates, you can edit the following options:

• From amount

• To amount

• Rate

• Annual Rate

• Description

Notes

Be aware that:

• If you do not enter an amount in the To box, Tamarac Reporting will set the ending amount as No limit.

• Click Add Rate Tier to add additional rate tiers. There is no limit to the number of rate tiers you can add.

• Percentage rate tiers must be sequential, without gaps (e.g., $0.00-$100, $100.01-$200). Flat fee rate tiers must be sequential and can't overlap, but gaps are allowed and you don't have to start at zero (e.g., $10-$100, $200-$300).

Learn More

To learn more about rate tiers, see:

• Set Up Rate Tiers for Bill By Category

• Set Up Rate Tiers For Bill By Total Portfolio

• Add Flat Fee Tier

• Add Rate Tier

For more information on billing groups, see Understanding Billing Groups.

For more information on billing definitions, see Understanding Billing Definitions.