News & Events

Press Releases View all

PriceMetrix Joins McKinsey & Company

September 7, 2016 – Toronto, ON – PriceMetrix, an industry leader in practice management analytics software today announced its acquisition by McKinsey & Company, the most respected name in management…

Research from PriceMetrix Reveals Advisors Continue to Favor Fewer but Deeper Client Relationships

June 20, 2016, Toronto, ON – Research conducted by PriceMetrix, the industry leader in practice management analytics software, found that in 2015 financial advisors worked with fewer clients but managed…

Media Coverage View all

Key trends in wealth management: What distinguishes fast-growing advisors?

July 31, 2017 // Proactive Advisor Magazine

Advisor Business Growth Faltering

June 30, 2017 // ThinkAdvisor

Report finds that financial advisors are not adding clients at rates they should be.

Events View all

SIFMA Annual Meeting – The Capital Markets Conference

October 23-24, 2017

JW Marriott, Washington, DC

SIFMA C&L Society New York Regional Seminar

November 1, 2017

Grand Hyatt, New York