Wealth Analyzer

Industry leading visibility into wealth cash portfolio performance and true rate paid data.

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.

Curinos provides firms valuable insights to drive intelligent portfolio and pricing optimization you can trust.

Segmentation

Wealth Management and Private Banking clients with wealth-specific, customer-level deposit tiers.

Track Acquisition
And Portfolio Rates

Detailed betas and deposits dispersion inclusive of exception pricing across products and tiers.

Flow Of Funds

Track acquisition, attrition and money movement across your balance sheet .

Solution Highlights

Gain insight into how your institution is performing relative to your peers and access industry trends across key performance metrics with just a few clicks.

Consistent Intelligence And Data
Innovative And Actionable Insights
Full Portfolio Rates

Consistent Intelligence And Data

Sourced from account-level data with uniform definitions and metrics calculation across institutions.

Innovative And Actionable Insights

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.

Full Portfolio Rates

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

$5T AUM

Participating Banks and Broker-Dealer Firms

$400B

Curinos-Tracked Wealth Deposits

Firms Contributing

Our Insights

According To The Data // Insights

November 12, 2024

Wealth Deposits: A Return to Normalcy after a Whipsaw 2023

After 2023, a year plagued by significant runoff in Wealth deposits, 2024 has seen nominal growth of 2.45% through the end of September), versus -16.7% for the same period last year.

READ TIME: 2 MINS

According To The Data // Insights

October 1, 2024

Wealth Savings: A Cautionary Lesson From The Last Time Rates Fell

Hooray, the Fed is lowering rates, and anyone managing Wealth savings can breathe a sigh of relief, right? Not so fast. Let’s take a walk down memory lane to 2019. What happened then could be instructive.

READ TIME: 1 MIN

According To The Data // Insights

August 22, 2024

Sweeps Can No Longer
Be Swept Under The Rug

Cash sweeps are the portion of uninvested cash that is automatically transferred into what is intended to be a higher interest-earning FDIC-insured deposit account at the close of each business day.

READ TIME: 2 MINS

Wealth Analyzer

Solution Highlights

Wealth Analyzer By The Numbers

Our Insights

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According To The Data

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