https://www.pricemetrix.com/d-a-davidson-commits-to-multi-year-subscription-of-pricemetrix-commissioncheck-pricing-intelligence-solution/

PriceMetrix

D.A. Davidson Commits to Multi-Year Subscription of PriceMetrix’ CommissionCheck Pricing Intelligence Solution

March 3, 2016 Toronto, ON – D.A. Davidson & Co., the largest full-service investment firm based in the Pacific Northwest, has confirmed a multi-year agreement with PriceMetrix Inc., the industry leader in practice management analytics software.

Under the new agreement, all D.A. Davidson Financial Advisors will have access to CommissionCheck, a subscription service that provides advisors with real-time industry pricing comparables.  PriceMetrix’s fact-based pricing intelligence enables advisors to take control of their transactional pricing, and gain confidence that their pricing is fair, consistent and reflects the value of their service and brand.

“We are committed to providing our financial advisors with the tools necessary to grow their businesses and better service their clients,” said Michael Purpura, President, Individual Investor Group at D.A. Davidson & Co. “We believe that CommissionCheck will help our team do just that.”

“We are very pleased to be working with D.A Davidson & Co.,” said Doug Trott, President & CEO of PriceMetrix. “The integration of CommissionCheck within their order entry application will allow D.A. Davidson advisors to seamlessly access industry pricing insights as part of their normal workflow, helping to ensure that their pricing is fair for both them, and their clients.”

CommissionCheck is powered by the normalized and anonymous commissionable equity transaction data of more than 40,000 full service investment advisors.

About D.A. Davidson Companies

Employee-owned D.A. Davidson is the largest full-service investment firm headquartered in the Northwest. The company recently completed its 80th year of serving clients. Roughly 400 financial advisors, along with other professionals, comprise the company’s Individual Investor Group, which will use the CommissionCheck service. The Individual Investor Group works alongside investors to help them create smart strategies for reaching their financial objectives and preserving their wealth for future generations.

Besides its Individual Investor Group, D.A. Davidson operates two growing capital markets groups – with equity and fixed income capital markets capabilities – that provide services ranging from investment banking to sales and trading.

D.A. Davidson is part of D.A. Davidson Companies, an employee-owned financial services company with 1,300 employees working from offices that stretch across 24 states. D.A. Davidson Companies is responsible for more than $42 billion in client assets under management and administration. Also part of D.A. Davidson Companies are: D.A. Davidson Trust Company, a trust and wealth management firm; Davidson Investment Advisors, a professional asset management firm; and Davidson Fixed Income Management, a registered investment adviser providing fixed income portfolio management. More information is at www.davidsoncompanies.com or on Twitter: @DADavidsonCo.

About PriceMetrix

PriceMetrix is the first choice in practice management software for North American wealth managers. Our solutions leverage data science, analytics and industry benchmarking to help advisors and their firms better serve their clients and grow their businesses.

PriceMetrix directly measures aggregated data representing 10 million investors, $4 trillion in investment assets, 500 million transactions, and 2.5 million fee-based accounts.  PriceMetrix combines its patented process for collecting and classifying data, with proprietary measures of revenue, assets, and households to create the largest and most insightful retail wealth management dataset available today.

Founded in 2000 and headquartered in Toronto, Ontario, we service a notable range of retail wealth management firms within the United States and Canada. To learn more about why top firms and top advisors choose PriceMetrix, please visit www.pricemetrix.com or call and email us at 1-866-955-0514 and info@pricemetrix.com.