Competitor Fees & Metrics
Wealth Management Price and Discount Data
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.
Build Competitor Fee Calculations into Your Applications
For organizations that have already built in-house fee management systems similar to our Deal Manager application we can provide competitor fee information for you to build into your displays. Without providing any PII you can take advantage of our competitor fee schedule database and API which will return fully calculated competitor fee calculations for you to display.
The API request basically entails sending along detailed position information for an account or relationship (no account information needed) and requesting which competitors you would like calculated. With this information our system will calculate and return the competitor fee along with fee type detail (principal value fee, fiduciary fee, minimum fee, etc.) for you to display.
Contact us to learn more about how to make this work for your environment.