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Year 2011
December 20, 2011 - New patent reinforces PriceMetrix leadership in pricing technology
December 12, 2011 - New PriceMetrix Report Shows Outperforming Advisors Grew Revenues 34% Over 12 Months; Underperformers Lost 4%
September 19, 2011 - New PriceMetrix Study Examines Common Pricing Behaviors in Retail Brokerage Shows ‘Sympathy Pricing’ is Bad For Business and Consistent Pricing is good!
August 3, 2011 - NBCN Integrates PriceMetrix CommissionCheck™ Solution into its Order Entry System
May 3, 2011 - Canaccord Wealth Management to Purchase PriceMetrix CommissionCheck™
March 29, 2011 - Ground-Breaking Report on Fee-Based Advisory Business
February 10, 2011 - Wellington West Renews PriceMetrix ValueOne Contract
January 6, 2011 - PriceMetrix Launches ClientCheck™ - State of the Art Dashboard Gives Financial Advisors Instant Client Intelligence
Year 2010
November 22, 2010 - PriceMetrix Study Shows Wealth Managers Are Reducing Small Household Concentrations
October 20, 2010 - Richardson GMP Expands Commitment to PriceMetrix ValueOne™
September 29, 2010 - Hilliard Lyons Renews PriceMetrix’ ValueOne™ Contract
September 22, 2010 - PriceMetrix Introduces FeeCheck™ First Market-Based Pricing Tool for Financial Advisors with Fee-Based or Managed Account Business
September 1, 2010
- Optimal Household Mix Boosts Investment Advisor Revenue - Many Advisors Rely Too Heavily On Small Households
April 22, 2010
- PriceMetrix Introduces Market-Based Equity Commission Schedule on 35th Anniversary
of the Elimination of Fixed Equity Commissions
April 1, 2010 - PriceMetrix Recognized in Top 250 ICT Companies Listing in 2010
Branham300
March 23, 2010 - Macquarie Private Wealth To Leverage PriceMetrix ValueOne™
Program
February 25, 2010 - BMO Nesbitt Burns Renews Commitment to PriceMetrix ValueOne™
Program
Year 2009
September 29, 2009 - Financial Advisors Achieve Positive Measurable Results in Downturn
August 20, 2009 - Ziegler to Roll out PriceMetrix ValueOne Program
July 21, 2009 - Janney Montgomery Scott Renews Commitment to PriceMetrix
July 7, 2009 - Desjardins Securities Extends Investment in PriceMetrix
May 20, 2009 - PriceMetrix Launches New Product: CommissionCheck™
April 21, 2009 - PriceMetrix Recognized as Laureate by The Computerworld Honors
Program
April 6, 2009 - Scott & Stringfellow Extends Investment in PriceMetrix
Year 2008
July 29, 2008 - PriceMetrix Clients Continue Increasing Production
July 21, 2008 - PriceMetrix Appoints Chief Financial Officer
April 2, 2008 - GMP Private Client Extends Commitment to PriceMetrix ValueOne Program
March 25, 2008 - PriceMetrix Flagship Offering Renamed the PriceMetrix ValueOne
Program
March 6, 2008 - National Financial® Continues Strong Growth in 2007
Year 2007
December 13, 2007 - PriceMetrix Introduces "PriMe" Awards; Honors Being
Given To Top 50
December 6, 2007 - National Bank Correspondent Network Enters into Agreement with
PriceMetrix
November 28, 2007 - PriceMetrix and Pusateri Consulting Announce Strategic Alliance
October 19, 2007 - PriceMetrix invited to participate in Forum sponsored by Pershing
Unit
September 25, 2007 - BMO Nesbitt Burns Takes Investment Advisor Development to a
New Level
September 19, 2007 - PriceMetrix signs Wellington West as New Client
September 18, 2007 - Odlum Brown rolls out PriceMetrix Productivity Program across
Sales Force
August 3, 2007
- Xtiva Financial Systems, and PriceMetrix Announce Strategic Alliance.
June 20, 2007 - PriceMetrix Contributes to Stephen Gresham's Advisor for Life
June 14, 2007 - PriceMetrix names Industry Leaders to Advisory Council
February 26, 2007 - Southwest Securities, Inc. has entered into agreement with PriceMetrix
January 23, 2007 - Pershing Unit Forms Business Alliance with PriceMetrix Inc.
January 10, 2007 - Net New Asset Growth Tops 7% at US Brokerages Using Patented
Application
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