Fee-for-Service Module

Solutions By Role > Operations Solutions > Fee-for-Service Module

In an era of increasing transparency many investors are embracing fee-based models on nominee, third-party and even client name platforms . Our Wrap Fee module enables dealers to administer these models on all three.

Wrap Fee is a compensation method where advisors directly charge their client for managing their investments either as a flat charge or proportional to the amount of wrap-eligible product held by the client. Our system can be configured to process Wrap Fees on a regular basis for eligible clients/plans.

How Fee-for-Services Benefits Dealers & Advisors:

  • Increased flexibility for method of advisor compensation.
  • Insulate client relationships against the impact of CRM2 and disclosure requirements.
  • Enable greater tax efficiency for clients optimize pricing for different client segments.