Fee Adjuster

Long Awaited Fee Adjuster Enhancement Is Here

2015-04-29 03:57:21
John Regin
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For some time now our StyleADVISOR customers have been asking “Is it possible to show a return in StyleADVISOR that has been adjusted for some type of fee?” Well, that time has arrived with the release of new functionality in StyleADVISOR called “Fee Adjuster”.

Introducing StyleADVISOR 8.5! Download It Now!

2015-03-26 04:04:40
Jeremy Poulin
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We are pleased to announce the recent release of StyleADVISOR 8.5. Version 8.5 includes a number of new and exciting features. These features include Fee Adjuster, Batch Export of Workbook Tabs as .emf and .eps Image Files, ReportVIEW Page Number Display and the File Locations Tab. Below are specifics on each.

Fee Adjuster

Fee Adjustments in StyleADVISOR by David Kirkman, Ph.D.

Date: 
Wed, 2015-02-11

In Zephyr StyleADVISOR 8.5 release, the ability to add or remove fees from a return series has been added. This article on fee adjustments explains the precise meaning of these parameters and the math that Zephyr StyleADVISOR uses to modify a return series if a fee adjustment has been requested. 

 
 

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