PLATFORM

Held away account trading and management

For the first time ever, advisors can manage and trade held away accounts just like they do with custodied accounts. Create a new revenue stream and boost client happiness with this innovative service.

Fee
analyzer

Launch a fully white label Fee Analysis platform to help you acquire new customers by comparing their held away accounts with your unique offerings.

Rollover
compliance

Be compliant with the most recent regulations when evaluating rollovers. Our proprietary ever-growing database of retirement plans fee disclosures and personalized analysis algorithms provide all the data you need to make and justify the right decision.

Asset retention for retirement plan providers

Provide clear, objective, and personalized guidance when participants terminates service. Enabling greater control and retention of assets.
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The Key to Greater Retirement

Retirement accounts can grow 76% larger when actively managed by financial advisors.

FeeX enables this growth by allowing advisors to manage and trade retirement accounts as part of a holistic portfolio.

The FeeX Impact

Studies show that actively managed 401(k)'s generate 3.3% higher returns per year, net of fees, than accounts without active management. This compounding effect yields up to 76% more wealth over 20 years.

FeeX provides the technology for advisors to manage these accounts on behalf of their clients as part of their overall portfolio without taking custody of the accounts. This allows advisors and investors to work together on a personalized, holistic plan.

Build More Wealth

Actively managed assets generate 3.3% higher returns per year, net of fees, than non-actively managed assets. For an investor that starts with $200,000, this can translate into an additional $401,531 over 20 years!

Holistic Wealth Planning

Your advisor can not only see, but actively trade and monitor your 401(k) assets - enabling them to implement truly holistic planning across all your investable assets.

Efficient Tax Management

Taxes can significantly impact your portfolio. Let your financial advisor balance your assets across tax deferred and taxable accounts.

Consolidated Reporting

Receive one comprehensive statement covering all of your account activity and balances.

Compliance

The FeeX platform keeps you in compliance with financial regulations and alleviates custody challenges on held away assets. Additionally, the platform provides audit and supervision tracking capabilities.

Security

FeeX is SOC 2 certified by Ernst & Young.

FeeX is a trusted solution for thousands of financial advisors and some of the largest financial institutions in the world. We have invested in our security architecture to ensure that client data is protected, and the client retains ultimate control of their accounts.

Secure server environment.
High levels of encryption on all identifiers and communication.
Cross-Site Scripting (XSS) protection for users across our system.
Anti-CSRF controls protect users from submitting unauthorized commands into the system.

Advisors say

Bob Rall

"For most of our clients, their 401(k) is their largest and most important retirement vehicle. Very often it's also the least understood. When I tell them that we now have the technology that will allow us to manage that account for them, they can't wait for us to do so. Prior to using FeeX, we had a very clunky process for trying to help our clients with their 401(k) accounts, and we weren't getting paid! Now we can provide much better service...and we are bringing extra revenue! The FeeX system is easy to use and their 'Client Success Managers' were very helpful in helping us to get up and running."

Richard Archer

"I'm hesitant to recommend FeeX to other advisers because it has become meaningful competitive advantage of my firm. So, if you're in Austin, Texas, please stop reading now. Seriously though, clients have jumped at our offer to include their outside 401(k)s, 403(b)s, etc. into their overall investment portfolios that we manage for them. FeeX has been a major value add for us and for our clients."

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