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PriceMetrix

Videos

Our products and services aren’t just pie in the sky ideas.  They are driven by data, backed by proven practices, and focused on results.  But don’t just take our word for it.  In the videos below listen to real advisors discuss how they have used PriceMetrix tools to provide insight, identify opportunities, and take action on a range of initiatives to improve their productivity.

Webinars

The New ValueOne

The industry source for actionable insight and meaningful analytics just got better. Discover how you can use the full power of the new ValueOne.

Revealed: Characteristics That Drive Future Production

Inspired by the bestselling book and hit movie Moneyball, PriceMetrix has uncovered a set of predictive metrics that will forecast future advisor performance. To uncover the keys to predicting future advisor success, watch this 30-minute webinar recording.

Making an Effective Transition to Fee

Would you like to learn more about the recent trends and approaches around effectively transitioning to a fee-based business? If so, watch this 30 minute recorded webinar presented by PriceMetrix and Morningstar.

Product Videos

ValueOne Product Video

ValueOne™ by PriceMetrix is a turnkey application that gives firms and financial advisors actionable intelligence like no other. It allows advisors to outperform by providing insight into the dimensions of their businesses that represent the greatest opportunity relative to their peers and top performers.

FeeCheck Product Video

PriceMetrix’s FeeCheck is an in-the-work-flow application that provides financial advisors with on-demand access to fee and managed account pricing intelligence so that they can properly and competitively price new and existing accounts.

CommissionCheck Product Video

CommissionCheck by PriceMetrix is an in-the-work-flow application that provides financial advisors with on-demand access to equity commission intelligence so that they can properly and competitively price equity transactions. Watch this video to learn more.