A Step Ahead
of the Competition
The competitive information you need to
negotiate effectively and win new business
ACCOUNT LOGIN:
WEALTH PRICES
The intelligence you
need to win new
business
Wealth Prices is an interactive website for Sales and Relationship Managers. Find out how your fee proposal compares to the competition.
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WHY CHOOSE WEALTH PRICES
Discover our clients’ competitive edge
YOUR MARKETS
You choose the
competitors
CUSTOMIZE
Customize and re-calculate your fee until the proposal is just right
RELATIONSHIP PRICING
Create relationships with multiple accounts and account types
PORTFOLIO PRICING
See how portfolio selection impacts your prices and those of your competitors
OUR CLIENTS
Join these forward-thinking financial institutions
WEALTH PRICES
Service Inclusions
The Wealth Prices app gives your professionals the tool they need to negotiate confidently and effectively. At a glance:
- We get the competitor schedules
- We set up the calculator
- Separate login for each professional
- Saved work and PDF proposal
FAQ
Which competitors do you want? If we don’t already have them in our database, our shoppers have an excellent track record at getting competitor schedules, usually within a few weeks.
Just be sure clients understand these competitor fee calculations in no way represent an offer or official price quote from those institutions. We believe the rates are current and appropriate for the product or service of each competitor, and we review these with the point person at your institution to establish confidence these are the right schedules for comparison. Fee schedules are difficult to compare, and being able to show your clients the real fee in basis points for any given portfolio levels the playing field. Wealth Prices takes the mystery out of pricing for you and your clients, letting you focus on selling your value.
You can add, remove, change fee schedules, add a discount or alternate minimum fee, or add a flat fee.
Yes, any “what if” you create is automatically saved until you delete it. It is saved to a personal sandbox associated with your user ID, so only you have access to it.
Yes, the fee proposal details and competitor analysis become a pdf that you can save or print.
Yes, you can choose to exclude specific competitors from the comparison, and easily include them again if you change your mind.