Make informed pricing decisions for commission-based relationships
Financial Advisors often struggle with determining an appropriate price at which to charge for their services. Actual commissions vary significantly from advisor to advisor and trade to trade – it can be tough for advisors to understand if they are pricing above or below market levels.
CommissionCheck™ by PriceMetrix solves this challenge by allowing Financial Advisors to determine a fair price for equity trades that better reflects the value they deliver to their clients.
Using the fact-based pricing comparables available in CommissionCheck™, advisors can take control of their transactional pricing by appropriately benchmarking and comparing to their peers.
This pricing intelligence gives advisors the confidence to charge an appropriate price for their commissionable trades, without wondering whether they are charging too much or too little.
Helping you price right, every time
The CommissionCheck™ application is powered by the normalized and anonymous commissionable equity transaction data of more than 35,000 full service investment advisors. It gives you powerful benchmark data that leads to better pricing decisions.
Find out how CommissionCheck™ can work for you
Wealth Management firms
CommissionCheck™ ensures that Financial Advisors make more informed equity commission pricing decisions, gain the confidence to price accurately and get paid fully for the value they deliver. Its ease-of-use allows it to be widely adopted and used by advisors, resulting in immediate positive impact to your bottom line.
CommissionCheck™ can be integrated directly into your order entry system. It can also be accessed via our integrations with ThomsonONE BetaLINK, Morningstar Advisor Workstation and Dataphile.
By tapping into the CommissionCheck™ data set, you will know exactly what others have charged for business just like yours. CommissionCheck™ is easy to use. Your regular order entry workflow will tell CommissionCheck™ everything it needs to know to produce the benchmark intelligence. No typing, no extra clicks!
Talk to your firm to find out how you can get access to CommissionCheck™. You may find it is already integrated into your order entry system of choice.