FeeX empowers advisors with personal, automated, financial analysis and comparison solutions.


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The Facts

3MM
401(k) rollovers every year 1
75%
of total IRA assets originate from 401(k) rollovers 2
50%
of rollovers are attributed to financial advisor advice 2
5X
Approx. expected growth in rollover market due to availability of automated rollover software 3

With the June 9th 2017 implementation of the DOL rule, advisors need to use technology to quickly assess retirement accounts and its alternatives.

"Innovation in new advice business models, including technology-driven models, may be accelerated, and nudged away from conflicts and toward transparency, thereby promoting healthy competition in the fiduciary advice market"
1: DOL; 2: ICI; 3: FeeX estimation

Our white label solutions utilize our proprietary alternative investment algorithms and ever-growing database of fee disclosures.

FeeX for Custodians

White label retirement account analysis platform
Help establish and enhance trust with clients and prospects
Provide automated financial analysis at scale
Comply with the DOL Fiduciary Rule and FINRA 13-45
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FeeX for Advisors

Unique personalized and automated 401(k), IRA and brokerage account analysis
Side by side services and fees comparison
Automated capture and analysis of participant 404(a)5 fee disclosures
Powerful sales and prospecting tool
Comply with the DOL Fiduciary Rule and FINRA 13-45
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