About Broker Village
Broker Village is an analytics and
consulting firm. We focus on the retail
financial services industry. We create software tools and services for senior
executives, financial advisors, and investors (via an
A firm's financial condition, advisor’s book of
business, or investor's tax situation can be evaluated with
extreme accuracy. Should a fund firm
re-price its product line and are its prospectuses accurate?
Should an advisor move to fees or an
investor use a 529 plan? As better decisions are made, revenues
rise and liabilities fall.
Our tools display assets, income, and
expense, pre- and post-tax.
Results often are audited by
CFAs, independent CPAs, and securities lawyers. Our consulting services
are available with the tools or separately.
We Help Financial Firms Increase
Revenue and Limit Liability
Board members and senior executives at fund firms and B/Ds can evaluate how pricing
decisions affect their firm, investors, and financial advisors. Consider our
Share Class Analyzer. When launching, closing, or re-pricing a fund, sensitive
"what-if” scenarios can be run. Results
reflect everything from changing a 12b-1 fee, breakpoint schedule, or cost of capital assumption.
For example, the accuracy of revenue projections, prospectus expense examples, and share class sales limits can be
verified. Notably, the
federal regulators license our math. Firms
that use the same math are less likely to be blind-sided by unexpected issues. As one
fund executive said: "Better to be in command of the math than to be a victim of it."
With our advisor tools, B/Ds can boost advisor productivity and,
thus, revenue. Sales managers implore advisors to change their business model:
e.g., move to fees, partner up, or work the back-of-a-book. Now the merits can
be quantified, making the advice more compelling. The tools are a great
“value-add” for fund wholesalers. They can tailor sales ideas to
individual advisors since they see a book of business. Wholesalers then may
sell more funds.
Financial advisors use our mortgage and 529 tools for the benefit of
investors. (Investors do not use them directly.) The tools address
individual investors' two most costly issues: Which mortgage and college
savings strategies are best? Results are post
federal and state tax. They are so accurate that investors might save thousands of dollars.
That justifies an
advisor’s fees and reminds clients why they chose a full-service advisor in the
Fast and Easy to Implement
We make your life easy. You go "live" in a few days. You possess the
"plug and play" source code and
run it on your servers. Tools are part of an overall package
that includes support and sales material that reflects your firm's
brand. Contact Stu Speckman for examples.
With our consulting services
verifying accuracy of prospectuses, online tools, sales
limits, and sales campaigns -
again, we make life
easy. We need just an hour or two from the senior executives. Then we move
Several large B/Ds, fund firms, and the federal regulators can attest to our extreme
accuracy and fast delivery.
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