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PriceMetrix

Clients

We have helped several leading wealth management firms and their advisors put productivity at the center of their business. Below are a select few of our clients.

Clients View all

Baird

Baird is an employee-owned wealth management, capital markets, asset management and private equity firm with more than $94 billion...

BMO Nesbitt Burns

BMO Nesbitt Burns is a premier Canadian wealth management firm that offers professional advice to high net worth investors....

Canaccord Genuity Wealth Management

Canaccord Genuity Wealth Management is one of Canada’s leading independent investment dealers, with over 35 offices across the country....

Hilliard Lyons

Individuals and families who need customized solutions to achieve their long-term goals turn to the Financial Consultants of Hilliard...

Janney Montgomery Scott

Janney is one of America’s oldest full service brokerage companies. With a history dating back 180 years, Janney controlled...

Odlum Brown Limited

Odlum Brown Limited is an independent, full-service investment firm providing disciplined investment advice and objective value-based research with a...

Richardson GMP

Richardson GMP isn’t your typical wealth management firm. We’re an independent, leading-edge wealth management firm accountable to a very...

Scotia Wealth Management ǀ ScotiaMcLeod

Scotia Wealth Management ǀ ScotiaMcLeod has been helping clients build wealth and financial peace of mind since 1921. As...

Investors Group

Investors Group Financial Services Inc. is a Canadian leader in providing personal financial planning services, and is dedicated to...

Desjardins Securities

The brokerage arm of Desjardins Group. Desjardins Securities offers full-service brokerage through its investment advisors, and online brokerage services...

Ziegler

Ziegler’s financial advisors offer investors a full array of solutions to help achieve their financial goals. More importantly, their...