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 Member Benefits

WISE's goal is to make data a valuable tool for helping you and your peers make decisions that complement your experience and intuition.

To that end, our team provides client members with advice and service in the following major areas:

PERFORMANCE ASSESSMENT

Understand

Your firm’s performance by leveraging the gold standard in wealth management data and comparative analysis

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CONSULTATIVE REVIEWS

Reflect

On your performance by balancing
your intuition and our unbiased
observations for better planning
and decision-making

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PRICING INITIATIVES

Improve

Pricing, discounting, and returns on assets using a custom analysis of your firm’s book of business

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ADVOCATE

Communicate

More effectively with your stakeholders and set appropriate expectations or have our team communicate for you

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RESEARCH & TRENDS

Learn

How other firms are responding to emerging trends, longstanding challenges, and improving their wealth management practice

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EVENTS

Enhance

Your network by discussing
shared issues and challenges
with other thoughtful industry
leaders in our membership

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