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Wealth Prices

Wealth Prices


Thomas Digital

from United States
Categories Others Colours Blue White

More Info

Wealth Prices is an online app for relationship management and investment professionals to see how their fees compare to the competition for a proposed account or relationship. Wealth Prices primarily compares fees for Investment Management, Trust, IRA, Personal Custody, and RIA accounts. Basically it supports accounts where the fee is based on asset values as opposed to transaction volumes.