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.
A collaboration built with 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