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.