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quantifacts.com

Quantifacts | Business Intelligence for the Wealth Management Industry

Business Intelligence for the Wealth Management Industry

http://www.quantifacts.com/

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CONTACTS AT QUANTIFACTS.COM

Quantifacts Inc.

260 West●●●●●●●●ge Place

Pro●●●nce , RI, 02903

US

1.40●●●●8335
1.99●●●●9999
qf●●●●@AOL.COM

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Quantifacts, Inc.

Michienzi, Bob

100 ●●●●l St

E. P●●●●ence , RI, 02915

US

401-●●●●8300
bo●@quantifacts.com

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Quantifacts, Inc.

Michienzi, Bob

100 ●●●●l St

E. P●●●●ence , RI, 02915

US

401-●●●●8300
bo●@quantifacts.com

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Quantifacts | Business Intelligence for the Wealth Management Industry | quantifacts.com Reviews
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Business Intelligence for the Wealth Management Industry
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1 wealth management
2 trust bank
3 trust fee
4 trustee fees
5 trust irrevocable
6 trust management fees
7 fee schedule
8 banking news
9 trust consulting
10 fee billing
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Quantifacts | Business Intelligence for the Wealth Management Industry | quantifacts.com Reviews

https://quantifacts.com

Business Intelligence for the Wealth Management Industry

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1

Quantifacts | Profitability for Wealth Management

http://www.quantifacts.com/profitability.aspx

Comply with Section 67. Knight vs. Commissioner). News and Industry Tips. In most wealth management firms, one person is responsible for profitability you! There is one hot seat. There is one report detailing total revenues, expenses, and hopefully a profit. But you still cannot see what relationships are making or losing money. To do this, you need to map your revenues and costs to portfolios so you can show profit/loss by account and relationship. What if you could really see this? Meet with customers ...

2

Quantifacts | About

http://www.quantifacts.com/about.aspx

Comply with Section 67. Knight vs. Commissioner). News and Industry Tips. From its headquarters in The Ocean State, Quantifacts provides leading business intelligence software and services to the largest Bank and Trust companies in the country. Fee modeling, including bank-wide re-pricing. Substandard fee recovery (reduce discounts). Profitability by account, relationship, manager, business. Join our next Survey of Prices and Discounts!

3

Quantifacts | Case Studies, Bank Mergers, Fee Change Reporting, Impliment New Fees

http://www.quantifacts.com/case_studies.aspx

Comply with Section 67. Knight vs. Commissioner). News and Industry Tips. Two major banks merged, each with similar sized wealth management divisions. The objective was to consolidate wealth fees. There was a broad range of differences, such as in the. Rate schedules, external manager fees, how the banks charged for proprietary fund investments, and how the products were grouped for. Based on results from the Quantifacts Wealth Management Industry Survey, the bank learned of an opportunity to raise price...

4

Quantifacts | Advising Wealth Management

http://www.quantifacts.com/advising.aspx

Comply with Section 67. Knight vs. Commissioner). News and Industry Tips. Our guidance doesn’t end with choosing the right fee schedules. Implementing the new schedules across your existing account base is critical to success, and we help you meet or exceed your targets to realize the full benefits of your updated prices. Join our next Survey of Prices and Discounts! Quantifacts’ clients hold 49% of the managed Trust accounts in the U.S.

5

Quantifacts | Forecast

http://www.quantifacts.com/forecast.aspx

Comply with Section 67. Knight vs. Commissioner). News and Industry Tips. In portfolio management, the forecast represents the true run rate of the business. This is essential to valuing the business. If Bill Gates opened an account with you today, your run rate has changed. Most systems in the industry use historic results to prepare forecasts. This can be real fiction, especially with market meltdowns, new and lost accounts, and unusual additions and distributions. Rdquo; Use Q4WMS to get the facts!

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Quantifacts | Business Intelligence for the Wealth Management Industry

Comply with Section 67. Knight vs. Commissioner). Join our 2014 Survey of Prices and Discounts! Quantifacts’ clients hold 49% of the managed Trust accounts in the U.S.

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