Let us do some, or all, of your reporting

If you are concerned that you may not have the staff resources, immediately, or on-going, to use our products in-house, you may want to ask Quantifacts to provide reporting and analysis on an outsourced basis. As the vendor, we are typically the best users of our software. And we can respond quickly. Projects you may wish to consider might be the following:

• Study to model and implement new revenues – fees, retained fund fees, and changes to how you charge or bill fees. We work with you to complete all tasks from initial research through final implementation.
• Implement new fees – You have designed your new schedules, but you would like us to prepare a complete analysis including rules for implementation, run lists of accounts with current and new fee totals for expected new fees, and model changes in these rules until you are sure of the real impact on your accounts.
  • Recover substandard fees – provide analysis to show the opportunity and reporting to support a recovery campaign.
• Provide monthly business reports which fully explain the impact of closed, new accounts, additions/distributions, market impact, deal changes, and detail exactly what caused the change in fees – for every business unit.
  • Provide business reports including profit/loss results for every account, officer, business unit, etc.
• Use Profit Manager for a one time study to show where you make and lose money.

You can still use our systems in-house

Once your data is loaded and balanced, we can install our system on your network. Then your analysts can use the system, run reports, and prepare ad hoc reports and analyses to report on your accounts and your business. Because of the need to load and balance data from your systems as well as finalize your reporting, this could be 6-12 months into the project. Ask us about this option.

Is Outsourcing Cost Effective for You?

If you are short on analyst staff or your wealth management revenues are below $20 million per year, you may wish to consider being an outsourced user.