Make informed pricing decisions for fee and managed business

More and more financial advisors are turning to fee-based products as a means to build their business and better serve their clients, yet they lack a true market reference point from which to price their services. FeeCheck™ by PriceMetrix solves this challenge by ensuring financial advisors realize their value while fostering productive and long-term relationships with their clients.

By accessing the extensive comparative data available through FeeCheck™, advisors  know if they are fairly pricing their services relative to their industry peers.

This fact-based pricing intelligence allows advisors to price their fee-based accounts in an informed manner, especially at the start of the relationship.

Helping you price right, for every relationship

The FeeCheck™ application is powered by the anonymous fee and managed account pricing history of thousands of full service investment advisors. It gives you powerful benchmark data that leads to better pricing decisions.

Find out how FeeCheck™ can work for you

Wealth Management Firms

FeeCheck™  Enterprise, a module of FeeCheck, provides pricing insights to enable your product management and leadership teams to assess fee and managed product pricing performance. Users can assess pricing over time to ensure it is competitive and aligned with your firm’s value proposition and regulatory guidelines. Leveraging PriceMetrix’ one-of-a-kind data, the solution provides quarterly reporting that compares your fee pricing to the firm’s schedule and industry benchmarks.  Our detailed analytics identify areas for improvement in fees, discount sharing programs, and price control mechanisms in response to market and regulatory forces. Additional analysis offers insight into the distribution of your firm’s advisory assets and revenues across products to highlight gaps relative to the industry.

FeeCheck Enterprise users have the option to focus on granular levels of data such as advisory products, various mandates applicable for a firm, and household size, as well as to look at pricing for retirement or non-retirement accounts.  FeeCheck Enterprise can easily be configured to suit a firm’s specific needs for fee analytics.

Financial Advisors

By tapping into the FeeCheck™ data set, you will know exactly what others have charged for business just like yours. FeeCheck™ is easy to use and easily accessed during the proposal generation process.  Enter a few simple facts about the relationship and account, and the FeeCheck™ engine does all the work to produce appropriate benchmark intelligence. No extra typing, no extra clicks!

Talk to your firm to find out how you can get access to FeeCheck™.