Everything you need to know about using MandateX.
You complete a short questionnaire about your wealth management needs. MandateX generates a structured RFP, which you send to advisors of your choosing. They submit standardized proposals, and you compare them side by side.
You invite advisors by email or share a unique link. Each advisor gets their own private submission page -- they never see other proposals.
Yes. Advisors only see the RFP questions relevant to their proposal. Your full financial profile is never shared. Each advisor works independently with no visibility into other submissions.
There is no limit. Invite as many advisors as you like to ensure a comprehensive comparison.
Creating an RFP and viewing the first three proposals is free. To unlock the full side-by-side comparison with all submitted proposals, a one-time fee of $499 applies.
No. MandateX is a neutral platform. We present proposals with transparent, standardized data so you can make your own informed decision.
Absolutely. Many clients use MandateX to benchmark their current arrangement against competing proposals, ensuring they receive competitive terms and services.
Any wealth management professional -- private banks, RIAs, multi-family offices, wirehouses, or independent advisors. MandateX standardizes proposals across firm types so you can compare on equal footing.
Ready to find the right advisor?