FeeCheck™
Zoom

More and more wealth managers are turning to fee-based products as a strategic means to build their businesses and better serve clients, yet they lack a reliable reference point from which to price their services. The PriceMetrix FeeCheck solution gives wealth management firms and their advisors a market-based reference upon which to make more informed fee and managed account pricing decisions. FeeCheck:

  • Is tailored to your business
  • Delivers interactive intelligence
  • Accommodates different pricing approaches
  • Provides price specific details
  • Reveals best practices

    Zoom FeeCheck is a powerful tool for retail wealth management firms and their advisors. Being able to compare their proposed fee to their peers or the wider marketplace enables advisors to price with confidence. Increased confidence leads to less 'revenue leakage' and a better bottom line for the advisor and for the firm. For more information about FeeCheck click here.

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