You are planning to change the way you set prices. Maybe this is just an adjustment to existing rates, or you plan to roll out completely new services, SMA (separately managed accounts), UMA (unified managed accounts), and/or use of different mutual funds, added ETF's, or unbundled prices to break out fiduciary vs. non-fiduciary fees.

While you currently offer a few published rates for your services, in reality you have thousands of accounts, on hundreds of different fee schedules. Many are combined for relationship pricing. Some assets are blocked or partly blocked from fees. Some accounts are discounted or on 'grandfathered' rates. Is it possible to use a computer model to sort all this out? Will you be able to see exactly how new rates will impact accounts, and your bottom line? With Quantifacts, the answer is a resounding, "Yes!”