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PriceMetrix

Press Releases

Hilliard Lyons Renews PriceMetrix’ CommissionCheck and ValueOne, Signs Contract for FeeCheck 2.0

October 21, 2015, Toronto, ON – PriceMetrix, the industry leader in practice management analytics software, today announced that Hilliard Lyons, a full-service financial services firm, has renewed its commitment to…

New Research from PriceMetrix Finds Advisors Working in Teams Attract More Affluent Clients, Generate Higher Revenues and Grow Faster Than Sole Practitioners; Report Further Shows Team Advisors Have Deeper Client Relationships

October 6, 2015, Toronto, ON – A new Insights report from PriceMetrix, the industry leader in practice management analytics software, documents what many have surmised: advisors working in teams outperform…

Robert W. Baird & Co Renews PriceMetrix’ CommissionCheck Pricing Intelligence Solution, Adds FeeCheck

September 4, 2015, Toronto, ON – Robert W. Baird & Co, one of the largest financial services firms headquartered outside New York, has agreed to a multi-year, multi-product agreement with…

PriceMetrix Rolls Out ValueOne 3.0 – Next Generation Analytics for Wealth Management

New Analytical Application Enables Financial Advisors and Their Firms to Uncover New Opportunities To Grow Their Businesses and Improve Client Experience May 26, 2015, Toronto, ON – PriceMetrix, the industry…

2014 Exceptionally Strong Year for Retail Wealth Management Industry; Advisor Assets Hit Record High, Revenue Up Sharply, Client Retention Improved

But Challenges Remain—Many Advisors Struggle and Industry Is Aging  March 30, 2015, Toronto, ON – In its fifth annual State of  Retail Wealth Management industry report, PriceMetrix, the industry leader…

The Fountain of Growth: Demographics and Wealth Management

New PriceMetrix Report Looks at Effect of Youth on Advisor Revenue and Growth March 9th, 2015, Toronto, ON – In a new research paper, PriceMetrix, a practice management and data…

Ziegler Extends PriceMetrix Relationship, Signs Contract for ValueOne V3

Upgraded Solution Will Increase Business Opportunities for Advisors and Firms Through Enhanced Analytics and Industry Best Practices. February 10, 2015, Toronto, ON – PriceMetrix, the leading practice management software and…