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.

Wealth Prices

See how your fee proposal compares to the competition. Price correctly and negotiate effectively.

Deal Manager

See the current deals, profitability, and pricing vs. the competition. Empower relationship managers to negotiate effectively, change prices and reduce discounts.

Build Competitor Fee Calcs into Your Applications

Build on-the-fly fee calculations into your applications using the QuantiFacts API and competitor information from our partner.

With Deal Manager

  • Relationship officers are empowered to reduce discounts, communicate confidently and negotiate effectively.
  • Managers see the progress and have the ability to quickly approve or reject changes.
  • Never be surprised by competitor pricing.
  • Make every relationship officer a profit manager.
  • Sophisticated routing makes the workflow smooth, either working in a hierarchy or in teams.
  • Remove the burden from fee operations.
  • Realize optimized, effective fee implementations and ongoing price and discount management.
wealth management performance metrics