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PriceMetrix ValueOne Program
Designed exclusively for the investment industry, the PriceMetrix ValueOne Program is a comprehensive practice management and reporting solution that provides everything financial advisors need to become better ‘CEOs’ of their business.
Key Program Elements
Whether you are new to the business or already have “millions” in production, the PriceMetrix ValueOne Program can help you improve your personal performance. Using a patented combination of software and expert services, the PriceMetrix ValueOne Program helps financial advisors and managers, at all levels, to proactively identify and close client, product and pricing opportunities that generate revenue and enhance the value of their business.
The PriceMetrix ValueOne Program has 3 key elements:
- PriceMetrix Productivity Report
The PriceMetrix Productivity Reports are personalized, web-accessible business intelligence reports for advisors and managers that deliver a timely, in-depth view of their business.
• Intuitive, “advisor-approved” report layout
• Personal performance against goals at-a-glance
• Scorecard highlights peer group ranking
• “Smart Prompts” provide ‘call to action’ |
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- PriceMetrix Productivity Workstation - Online Practice Management Tools
The Productivity Workstation hosts a rich suite of practice management tools and is accessible via our secure web portal. These tools enable financial advisors to target specific opportunities, and take appropriate action to improve their personal performance.
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• Pricing Calculators highlight pricing behavior
• Opportunity target lists for improved productivity
• Pre-filtered, detailed reports for deeper analysis
• Practice development plan for setting goals |
PLUS a number of other resources to help financial advisors fully leverage all the benefits that the PriceMetrix ValueOne Program has to offer.
- Expert Services
The PriceMetrix ValueOne Program includes the services of a dedicated PriceMetrix Client Manager, an experienced professional who has deep knowledge of the investment industry.
The Client Manager interacts and delivers value at all levels of the client organization - from personal coaching for individual financial advisors, to strategic planning at the branch, regional and/or corporate levels, and remains closely involved with the client for the duration of the business relationship.
The Client Managers and our Support team, who field the day to day calls, are intimately familiar with the ValueOne Program, and each brings a wealth of practical ‘know-how’ to each and every task at hand.
Have a question or need help? Our team of experts are always “just a phone call away”.
Bringing Focus Where it COUNTS
PriceMetrix clients use the business intelligence reports, the suite of online tools and our team of knowledgeable experts to achieve better results in 3 key areas that drive profitable growth:
Household Quality, Product Mix, and Value Pricing.
The PriceMetrix ValueOne Program empowers individual financial advisors to increase personal production and improve the overall quality of their business by bringing focus to the areas of highest value impact.
Technology
The PriceMetrix ValueOne Program is supported by a scaleable, state-of-the-art technology platform.
As a hosted solution, we custody the data required to operate the PriceMetrix ValueOne Program, and we house and maintain a web-based portal providing users secure access to all our information and tools. Our integration process includes sourcing, extracting, and setting up regular transfer of a set of standard data elements that are easily accessible in most brokerage back office environments.
Protecting client data is a job that everyone at PriceMetrix takes very seriously. We strive to follow industry best practices in all areas related to system processing, information security, and business continuity. As a company, we conduct regular internal and external reviews to ensure that we are meeting our own strict policies, and we are pleased to report that our practices have withstood close scrutiny by some of the world’s most sophisticated and technology-savvy financial firms.
Advisory Services
PriceMetrix offers custom advisory services to both users of the PriceMetrix ValueOne Program, as well as, non-users. The advisory team has earned a leadership role through their work with investment and brokerage firms throughout North America in redesigning their brokerage commission schedules, discount-sharing programs, and compensation plans.
Our ‘market intelligence’ database is unsurpassed when it comes to the raw data required to truly understand the intricacies of pricing and compensation in the brokerage industry. PriceMetrix draws upon information related to the behavior of thousands of financial advisors, hundreds of thousands of accounts and millions of transactions from a broad spectrum of investment firms across North America. We bring the best talent together with deep market intelligence to design effective and responsive solutions for our clients.
PriceMetrix advisory services are offered on a per project and fee-basis.
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