QuantiFacts

QuantiFacts is a business intelligence software provider specializing in the wealth management sector. The platform delivers technology solutions designed to enhance the competitive edge of financial institutions. Key functionalities include:

- Fee Modeling: QuantiFacts offers tools for creating and implementing effective fee schedules. This involves analyzing existing fee structures and setting pricing objectives tailored to each institution's needs. The customization is facilitated through interactive dashboards.

- Revenue Analysis: The Q4 Wealth Management System provides detailed insights into revenue streams, allowing wealth managers to make informed decisions based on comprehensive data analysis.

- Competitor Metrics: By providing insights into competitor fees and metrics, QuantiFacts enables institutions to benchmark their pricing strategies against industry standards. This includes access to price and discount data to facilitate competitive pricing proposals.

- Deal Manager: This tool allows for tracking deals and profitability, ensuring that financial institutions can manage client relationships and negotiations effectively.

QuantiFacts places a strong emphasis on data security, ensuring that personally identifiable information is not required for their comparison metrics. Their solutions support financial institutions in identifying repricing opportunities and conducting thorough annual client reviews.