Perhaps the most popular FeeRx™ module is the Historical Fee Trend report where you can visualize the historical relationship between assets and fees on a year-by-year basis, including total estimated savings since inception.  I've added the ability to include notes for each year which documents the specific actions taken and outcomes achieved.  These "Historical Fee Insights" are now included on the report as a second page.  Again, it's a small but powerful way for you to visualize your value and how you've helped advocate for your clients. Watch the short video below to learn more.