Sponsor Name
Quantifacts
Sponsor Description
QuantiFacts provides business intelligence software and services purpose-built for the wealth management and trust industry. For more than 40 years, the company has combined deep wealth management expertise with practical technology to help leading banks and trust organizations make informed pricing, profitability, and revenue decisions.
QuantiFacts’ solutions support the full fee-management lifecycle—from fee research, modeling, and schedule implementation to relationship-level profitability analysis, fee negotiation, discount management, revenue reporting, and competitive price benchmarking. Its Q4 Wealth Management System delivers detailed analytics and reporting, while Deal Manager helps relationship managers and senior leaders evaluate pricing, manage discounts, and protect margins. QuantiFacts also provides real-world competitor fee and discount data to help firms price confidently, identify repricing opportunities, and strengthen client relationships.
QuantiFacts offers both enterprise technology solutions and outsourced project support for fee and discount analysis, optimization, and ongoing management. Five of the top 10 U.S. banks are long-standing QuantiFacts clients, and its clients collectively manage approximately half of all trust accounts in the United States.
QuantiFacts’ solutions support the full fee-management lifecycle—from fee research, modeling, and schedule implementation to relationship-level profitability analysis, fee negotiation, discount management, revenue reporting, and competitive price benchmarking. Its Q4 Wealth Management System delivers detailed analytics and reporting, while Deal Manager helps relationship managers and senior leaders evaluate pricing, manage discounts, and protect margins. QuantiFacts also provides real-world competitor fee and discount data to help firms price confidently, identify repricing opportunities, and strengthen client relationships.
QuantiFacts offers both enterprise technology solutions and outsourced project support for fee and discount analysis, optimization, and ongoing management. Five of the top 10 U.S. banks are long-standing QuantiFacts clients, and its clients collectively manage approximately half of all trust accounts in the United States.
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