Press Releases

Thomson Reuters Selects Canada-Based PriceMetrix to Enhance Proposal Generation Service for Wealth Managers

Integration of Thomson Reuters Proposal Generation Tool (PropGen) with PriceMetrix FeeCheckTM enables financial advisors to make informed decisions for managed accounts. New York, December 18, 2014 – Thomson Reuters, the world’s…

Credential Financial Opts For PriceMetrix’ FeeCheck Market Intelligence

PriceMetrix today announced Credential Financial Inc. has signed up for a two-year subscription to FeeCheck, PriceMetrix’ unique market intelligence application.

Assets Under Management, Household Revenue, Advisor Production Increased in 2013 But Lower Fees, Declining Client Retention and Aging Client Base Cast Shadows

April 7, 2014, Toronto, ON – Assets under management increased 12 percent for the average financial advisor in 2013, while average advisor revenue rose five percent, according to the fourth…

HollisWealth Taps into PriceMetrix ValueOne Practice Intelligence Solution

April 01, 2014, Toronto, ON – PriceMetrix, the practice management software and data services company, today announced HollisWealth has become a new client, agreeing to a two-year commitment for ValueOne….

New Report from PriceMetrix Highlights 7 Strategies that Boost Client Retention

A new study from PriceMetrix, a practice management software and data services company, has identified seven strategies for successful client retention among financial advisors.