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Solution introduction
Capture and convert leads by leveraging our white labeled and fully customizable fee analysis platform
Show a prospect exactly what's happening in their held away accounts and whether they can do better by switching to your firm
Service highlights
Personalized analysis
Engage leads with an educational, personalized fee analysis of their investment and retirement accounts while highlighting unique insights including the use of proprietary funds, plan level fees, 12b-1 fees and more. Compare your prospects current portfolio to a similar portfolio at your firm.
Be a disruptor
Most Americans believe their 401k's are free, and are shocked when they discover that fees can eat away ⅓ of their nest egg. Surprise 80 million households by showing them their true investment and retirement account fees.
Fully integrated and customizable
The Fee Analyzer seamlessly integrates into your CRM, boosting associates productivity when speaking with prospects. Customize any screen or text to make sure it's on brand.
