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.

Wealth Prices

A site that uses QuantiFacts technology and competitor information from Financial Shop Solutions

Wealth Prices is an interactive website for relationship managers to calculate a fee proposal and see how it compares to the competition.

  • You choose the competitors
  • Results show how you compare to the competition at full fee or with a customized adjustment
  • Adjust and re-calculate your fee until the proposal is just right
  • Price competitively, negotiate effectively