Our clients 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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