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PriceMetrix

Press Releases

New PriceMetrix Study Finds Female Advisors Have More Large Households than Men, More Consistent Pricing and More Women as Clients

A new study from PriceMetrix, a practice management software and data services company, shows women have larger clients, price more consistently and service more female investors in their books of business.

PriceMetrix Introduces Mobile Application Giving Financial Advisors Access to Insightful Practice Management Content Anytime, Anywhere

PriceMetrix Inc., a practice management software company, recently released a mobile tablet application for the wealth management industry, in order to give Financial Advisors and retail brokerage executives immediate notification and access to PriceMetrix thought leadership content.

Janney Montgomery Scott gains turnkey access to PriceMetrix CommissionCheck™ pricing intelligence solution

TORONTO, Ontario, June 10, 2013 – Janney Montgomery Scott LLC has confirmed a multi-year agreement with PriceMetrix Inc., a practice intelligence solutions company that helps wealth management firms and their…

Sterne Agee & Leach gains turnkey access to PriceMetrix CommissionCheck™ pricing intelligence solution

Sterne, Agee & Leach, Inc., a full service brokerage firm, headquartered in Birmingham, Alabama, has confirmed a 3-year agreement with PriceMetrix Inc., a practice intelligence solutions company that helps wealth management firms and their advisors enhance productivity and increase firm profitability.

New Report from PriceMetrix Profiles the Characteristics of High Net Worth (HNW) Investors

PriceMetrix offers new insight into high net worth clients. In a report released today PriceMetrix finds that large clients are adding fee accounts more often than other clients and are seeking fair fees but not necessarily the lowest ones. The report is intended to help financial advisors and their firms understand, attract and better serve high net worth clients.

FolioDynamix integrates PriceMetrix solutions into its SingleSight wealth management platform, allowing Advisors to make informed pricing decisions

FolioDynamix, a leading provider of web-based wealth management technology, content and services for managing the full investment and wealth advisory lifecycle, has entered into a multi-year agreement with PriceMetrix Inc., a practice intelligence solutions company that helps wealth management firms and their advisors enhance advisor productivity and increase firm profitability.