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Press Releases

BMO Nesbitt Burns extends commitment to PriceMetrix ValueOne™ practice intelligence solution

BMO Nesbitt Burns has committed to a 3-year renewal of PriceMetrix’ ValueOne solution being provided to the firm’s network of more than 1,350 Investment Advisors, in over 70 locations across Canada.

Macquarie Private Wealth Rolls Out PriceMetrix ValueOne™ and Signs Agreement for PriceMetrix CommissionCheck™ Solution

TORONTO, Ontario, Sep 19, 2012 – PriceMetrix is pleased to advise that Macquarie Private Wealth, a subsidiary of Macquarie Group Limited, recently rolled out PriceMetrix’ ValueOne solution to over 200…

Advisors Who Aggressively Transition to Fee-based Business See Better Results According to New PriceMetrix Insights Report

Higher Assets, More Revenue and Better Return on Assets August 15, 2012, Toronto, ON  – Financial advisors who aggressively move a significant portion of their assets under management into fee-based…

Robert W. Baird & Co. gains turnkey access to PriceMetrix CommissionCheck™ pricing intelligence solution

TORONTO, Ontario, July 23, 2012– Robert W. Baird & Co., an employee-owned, international wealth management, capital markets, private equity and asset management firm, has confirmed a multi-year agreement with PriceMetrix…

Hilliard Lyons gains turnkey access to PriceMetrix CommissionCheck™ pricing intelligence solution and renews commitment to ValueOne™

TORONTO, Ontario, July 17, 2012 – Hilliard Lyons, a full-service financial services firm, recently entered into a multi-year agreement with PriceMetrix Inc., a practice intelligence solutions company that helps wealth…

TD Waterhouse Private Investment Advice rolls out PriceMetrix practice intelligence solutions to Investment Advisors in Canada

PriceMetrix ValueOne™, FeeCheck™ and CommissionCheck™ will work together to help users make informed decisions about their books of business TORONTO, ON, June 27, 2012 – TD Waterhouse Private Investment Advice,…