Wealth Analyzer
Industry leading visibility into wealth cash portfolio performance and true rate paid data.Â
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Make informed decisions based on historically private data and insights
Wealth Analyzer exposes industry performance trends and pricing strategies to help you better understand your portfolio and make more-informed strategic decisions in a space that traditionally lacks visibility and information sharing.Â
Curinos provides firms valuable insights to drive intelligent portfolio and pricing optimization you can trust.
And Portfolio Rates
Solution Highlights
- Consistent Intelligence And Data
- Innovative And Actionable Insights
- Full Portfolio Rates
Sourced from account-level data with uniform definitions and metrics calculation across institutions.
Proprietary metrics created by leading experts in consumer and banking to support business processes, plus actionable segmentation schemes such as rate bands, vintage-based, customer vs. account acquisitions and more.
Rate dispersion by product, term and tier shows where acquisition rates and portfolio rates track over time. What are competitors actually paying to their entire portfolio supplements data on rate sheet pricing.
Wealth Analyzer By The Numbers
Our Insights

February 20, 2025
Wealth Balances: The Higher You Climb,
the Harder You Fall?

November 12, 2024
Wealth Deposits: A Return to Normalcy after a Whipsaw 2023

October 1, 2024
Wealth Savings: A Cautionary Lesson From The Last Time Rates Fell