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.
ValueOne Training Videos
ValueOne By PriceMetrix Overview
This 13-minute video will give you an overview of ValueOne by PriceMetrix.
ValueOne by PriceMetrix My Lists
A brief video tutorial on using the “My Lists” feature in ValueOne by PriceMetrix.,
ValueOne by PriceMetrix Scorecard
A brief video tutorial on using the scorecard in ValueOne by PriceMetrix.
ValueOne by PriceMetrix Client Segmentation Screen
A brief video tutorial on using the client segmentation screen in ValueOne by PriceMetrix.
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.