Business Intelligence for the
Wealth Management Industry
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
Price and Discount Data
See how your prices and discounts compare to your competitors. Real data. Real clean.
See how your fee proposal compares to the competition. Price correctly and negotiate effectively.
See the current deals, profitability, and pricing vs. the competition. Empower relationship managers to negotiate effectively, change prices and reduce discounts.
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.