Competitor Fees & Metrics

Wealth Management Price and Discount Data

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.