Business Intelligence for the

Wealth Management Industry

Technology Solutions

Five of the top 10 banks are already QuantiFacts clients. Find out what gives them a competitive edge.

Competitor Fees and Metrics

Wealth Management Price and Discount Data

The intelligence you need for high-level pricing, discount management, and relationship-level negotiations

Your reported fees are just numbers. QuantiFacts
turns them into intelligence.

You need fee calculations built into your reporting just like you need mirrors and a backup camera on your car.
Watch the video to learn more about how QuantiFacts integrated fee calculations show you what’s ahead and
reveal what’s behind so you can steer in the right direction before there are problems.


Combining technology and Wealth Management expertise

From its headquarters in The Ocean State, QuantiFacts provides leading business intelligence software and services to the largest Bank and Trust companies in the country.