The wealth management industry is increasingly turning to fee-based products to grow and better serve clients, yet firms and advisors lack a true market reference point from which to price their services. FeeCheck solves this challenge by ensuring financial advisors and firms realize their value while fostering productive and long-term relationships with their clients.
Take a market-informed approach to pricing services and foster productive long-term relationships with clients.
How we help clients
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.
Financial advisors
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.
Our Approach
Powered by the anonymous fee and managed account pricing history of thousands of full-service investment advisors, FeeCheck gives financial advisors and firms powerful benchmark data that leads to better pricing decisions.