Competitor Fees & Metrics

Wealth Management Price and Discount Data

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