LeadCenter is an advanced lead management suite that is purpose-built for financial advisory companies. It offers innovative features such as configuring lead accounts, adding writing advisors, setting up AUM and insurance products, and much more. The Setup section of LeadCenter enables you to configure these settings when you first set up your account and enables you to start your journey on the right foot.

Let’s configure AUM settings:

Step-by-step instructions

To configure AUM settings for your account, follow these steps:

1. Log into your LeadCenter account.
2. Click on Setup in the navigation sidebar on the left.
3. Navigate to the AUM Settings tab.
4. Go on to configure AUM settings as required.

Configuring AUM custodians

1. Click on AUM custodians in the AUM Settings tab.
2. Click Add New Custodian button on the right side.
3. Write the name of the required custodian in the Name field.
4. Click Save to proceed or Cancel to go back.

Configuring AUM product types

1. Click on AUM product types in the AUM Settings tab.
2. Click Add New AUM Product Type button on the right side.
3. Write the name of the required AUM product type in the Name field.
4. Click Save to proceed or Cancel to go back.

Configuring AUM products

1. Click on AUM products in the AUM Settings tab.
2. Click Add New AUM Product button on the right side.
3. Write the name of the required AUM product in the Name field. Note: This field is mandatory.
4. You can use the already configured information for the Select AUM product type and Select custodian fields.
5. Click Save to proceed or Cancel to go back.

Configure AUM fees

1. Click on AUM fees in the AUM Settings tab.
2. Click Add New Fee button on the right side.
3. A modal will open.
4. Set up the Start Range and Fee. Note: While adding AUM Fee, the first start range must always be Zero (0).
5. Click Save Changes to proceed or Cancel to go back.