WISE INSIGHTS

Pricing Initiatives

Proprietary data on critical aspects of your wealth management business: performance, pricing, and more.

Improving your pricing effectiveness and limiting your discounts are two powerful levers for improving business performance. With these two goals in mind, we have created two unique products to help firms improve their revenue outcomes.

Wealth Management Fee Database

Our team has built a comprehensive and unique database of fees for investment management and fiduciary services. This database gives delivers insight into one of the most powerful levers for improving financial outcomes, while saving you the time and expense of collecting and analyzing data on your own. We provide wealth managers with high-quality data and analysis to inform their pricing decisions.

The Wealth Management Fee Database comprises more than 1,800 fee schedules from bank wealth managers, independent trust companies, and a smaller number of
registered investment advisors (RIAs). Available fee schedules include:

  • Irrevocable Trust
  • Revocable Trust
  • Personal Trust with Co-Trustee
  • Directed Trust
  • Investment Management
  • Fixed Income
  • IRA
  • Self-Directed IRA
  • Custody
  • Estate Settlement
View Sample Report

Price Insights

Price Insights is a custom analysis of account- and relationship-level revenue outcomes that compare your firm’s revenue outcomes to the industry’s.

We help firms improve revenue and profitability outcomes by identifying pricing and discounting opportunities across your client base.

The  benefits:

  • Quantify your firm's achievable revenue opportunity
  • Identify strategies for increasing revenues per dollar of assets, per account, and per household
  • Implement better pricing practices and strengthen discounting discipline
  • Evaluate the quality of your book of business over time
  • Access a unique industry data asset: stated and realized fees for accounts of all types and like-kind
  • Save time by outsourcing data analysis
View Sample Report

Explore More

Find out more about the range of services Datos Insights provides to Wealth Management clients

Performance Assessment

Improve decision making with detailed comparative data and analysis about profitability, growth, sales, team productivity, and spending.

Upcoming Events

Join your industry peers and Datos Insights’ experts at our Wealth Management Forum on October 10, 2024 in New York.

Research & Insights

Explore our latest wealth management research, meet our team of experts,  and learn more about our advisory subscription offerings.