Wealth management firms
Using the PriceMetrix dataset and patented benchmarking methodology, FeeCheck eliminates the guesswork executives face when setting their price strategy. Our interactive and intuitive dashboard makes it easy to assess pricing competitiveness, analyze fee-based pricing relative to the industry across many dimensions, and pinpoint which product groups are driving fee growth. Users can drill down to microsegments to identify and act on problem-areas.
With our data set, advisors will know exactly what others have charged for similar products and clients. FeeCheck is easy to use and easily accessed during the proposal generation process. Enter a few simple facts about the relationship and account, and our engine does all the work to calculate meaningful, actionable pricing intelligence.