News & Events

Press Releases View all

PriceMetrix Joins McKinsey & Company

September 7, 2016 – Toronto, ON – PriceMetrix, an industry leader in practice management analytics software today announced its acquisition by McKinsey & Company, the most respected name in management…

Research from PriceMetrix Reveals Advisors Continue to Favor Fewer but Deeper Client Relationships

June 20, 2016, Toronto, ON – Research conducted by PriceMetrix, the industry leader in practice management analytics software, found that in 2015 financial advisors worked with fewer clients but managed…

Media Coverage View all

Report finds teams outperform solo advisors – every time

July 22, 2016 // Wealth Professional

What’s the secret to improved client relationships and retention? A recent study finds the key to greater success is to take a team approach.

Advisors Increasingly Think “Quality Over Quantity” In Pursuit Of Client Assets – Data

June 21, 2016 // Family Wealth Report

Advisors are taking a more selective approach to client acquisition, while investors are consolidating more of their assets across fewer providers, according to PriceMetrix.

Events View all

Securities Industry Institute

March 5-10, 2017

The Wharton School of The University of Pennsylvania, Philadelphia

SIFMA Compliance and Legal Annual Seminar

March 19-22, 2017

Marriott Marquis San Diego Marina