Fiduciary Mandate Service — an instant fixed-price quote, without the free advice.
No more free advice before the mandate.
Small fiduciary firms lose time on pre-clarifications and price haggling. The first meeting degrades into an hour of free advice before it is even clear the mandate fits. With the configurator the customer configures the base quote themselves.
Today
Pre-clarification and price haggling tie up time.
- The first meeting turns into an hour of free adviceBefore it is even clear whether the mandate fits.
- Fixed prices are hard to standardiseAccounting, VAT and taxes re-scoped every single time.
- Structure only after the callThe software is set up cleanly only afterwards.
With the quote generator
A zero-touch quote for standard mandates.
- The customer configures the base quote themselvesStandard modules, volume and cadence as structured fields.
- An instant fixed price, reproducibleFlat rates and add-ons calculated automatically.
- The lead and service structure handed overThe entry point feeds your downstream systems.
Amortises at just two or three small mandates per month.
Four steps to a fixed-price quote
The customer captures the key data
Standard modules, volume and cadence as structured fields — no pre-clarification.
Fixed price and scope calculated
The configurator derives flat rates and add-ons automatically and reproducibly.
The lead lands in your system
Lead and price structure are handed to Bexio or Abacus without retyping.
Reality check and send
You review the finished quote and send it — the rest is already done.
An entry point to Bexio and Abacus
Lead and price structure land directly in your system, without retyping and without spreadsheets. The configurator becomes the entry point to your existing software.
How a fiduciary quote is created
See how the quote generator produces a fixed-price quote for a standard mandate.
How the quote generator produces a fixed-price quote.
Let's talk about your standard mandates
In the prototype we configure one of your standard quotes — with your modules and prices. You see how the fixed price is created in seconds.
Prefer to talk?
Michael — Call, send an email, or tell us what it is about — whatever suits you best.