We know this because 46% of the managed trust accounts are on our systems.  We compare actual fees to published rates and measure the impact of discounting.  And “discounts” includes more than just explicit fee discounts.  We also measure blocked assets, non-standard schedules, minimum and base fee overrides, to name just a few examples.

Is your “discount profile” better or worse than your peers?  Eliminating discounts is a huge money maker for our clients. We provide actionable account detail reports by relationship officer, followed by monthly tracking reports showing specific accounts 'touched' and the resulting improvement in reduced discounts.  How much can you recover by reducing discounts?