Solution introduction
Enable your advisors and team to sell in the field instead of spending their time processing paperwork, while keeping compliance and supervisory in control
The world's largest repository of retirement plan fee disclosures
Leverage FeeX's expansive, ever growing database of retirement plan fee disclosures to compare retirement plan services and fees before recommending a rollover.
Statement processing
Stop the manual work of deciphering client's statements. Instead, send them to FeeX for an automated and accurate analysis.
Automated data collection
Save your clients time and headache by leveraging FeeX's expansive disclosure database, automated disclosure capture technology, and supporting analysis algorithms to streamline the process of collecting and analyzing client data
