accounting audit

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.

Industries / Professional service

Weekly reports showcase success

See accumulated savings in real-time


Reports produced quickly

All shipping data and activity disclosed clearly

Learn about reporting
Visibility to shipments
Wealth management parcel auditing

Increase revenue and save time

Share a Refund operates on a split of the savings


A world-class tech that does all the work for you

See 2-6% in savings every week

How it works

Eliminate lost shipping dollars

View detailed costs on any shipment


Share a Refund only makes money if you do

No onboarding fees or ongoing fees

Schedule a Call

Eliminate lost 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.,/span>

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.

Save 2-5% on DHL, FedEx and UPS each week.

Share a Refund does all the work to make it happen. Try it free for 14 days.

Start a free trial