The final tab at the top of pricing customization is Pricing Bumps. This area is meant for you to catalogue all outliers that a client’s complexity could touch. If the client had multiple homes, cryptocurrency and more, you can charge more for added complexity. You can also create your own pricing bumps to meet your needs.
It’s important to note that pricing bumps will not be shown to clients so you can use these in your firm to modify pricing without the client causing issues. Once you have created and modified the pricing bumps, you are good to move on to other features of Setup.