Wealth management parcel audit​

The wealth management industry can be quite the whirlwind at times. As client-centered wealth managers you focus on meeting needs and wants through suggesting appropriate financial products and services to your clients. As a wealth management firm, accurate and timely shipments to clients and businesses are important. Every day time-sensitive documents with proprietary information are forwarded from your firm. Between helping a client financially plan for retirement to advising a client on lucrative investments, you have limited time to monitor individual shipments. That’s where Share A Refund comes in.

Weekly reports showcase success

Pulling invoices fast
Quicker Share A Refund report downloads

Increase revenue and save time

Eliminate lost shipping dollars


You increase your client’s wealth. Share A Refund increases your revenue.

Overcharges on shipments are hard to catch. Who has the time to hassle with carriers on individual shipment errors? Share A Refund does all the work for you with a comprehensive audit assessing each individual charge that is billed to a shipment to ensure accuracy. Refunds are automatically applied as credits to your shipping invoices. And once those savings have been secured Share A Refund reports on the success in real-time. Share A Refund believes every lost dollar deserves to be returned to your business.
It’s all upside for your firm. You collect up to 6% in refunds that you’re likely not collecting currently, and Share A Refund splits the savings secured by Share A Refund, 50-50. You won’t find any onboarding fees or monthly subscription costs. It’s a risk-free solution that guarantees 100% of your refund. Signup today and see how Share A Refund can help you get more done in less time.

Shipping is 50% more expense than it was 10 years ago.

Overnight letters delivered late are eligible for a full refund on shipping costs.

Share A Refund is the leader at automatically securing credits from FedEx, UPS and DHL.

Tradeshows, client packets, normal operations. If it ships, Share A Refund can get a refund on it.

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No credit card or software download required.