What are the sorts of fees that Webfolio can accommodate?
Fees charged by your firm to the portfolios are handled manually or through a fees contract in Webfolio. Multiple types of fees can be input manually: management fees; out-of-pocket fees; director fees; custodial fees; transaction fees; valuation fees; incentive fees; trustee fees; expenses; taxes on fees and more. The list is constantly growing. Fees controlled through a fees contract is a slightly smaller list, but calculation intensive fees like hurdle and high water mark fees are certainly supported.
