https://www.pricemetrix.com/hilliard-lyons-renews-pricemetrix-commissioncheck-and-valueone-signs-contract-for-feecheck-2-0/

PriceMetrix

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 PriceMetrix through a multi-year, multi-product agreement.

A PriceMetrix client since 2005, Hilliard Lyons has renewed its subscriptions to both CommissionCheck and ValueOne. CommissionCheck empowers financial advisors by providing them with real-time industry context to help them determine a fair price for the service they deliver on equity commission trades. ValueOne delivers business intelligence on investment advisor practices and productivity that help over 40,000 advisors in North America achieve client service and productivity improvements.

In addition to these renewals, Hilliard Lyons has agreed to a multi-year commitment to FeeCheck 2.0. Now integrated with Thomson Reuters PropGen, financial advisors at Hillard Lyons will be able to produce better informed proposals on their fee-based accounts that reflect individual client needs while aligning with firm compliance requirements.

“It’s been said many times that knowledge is power,” stated Darryl Metzger, Executive Vice President, Director, Private Client Group of Hilliard Lyons. “PriceMetrix solutions empower our financial advisors by giving them the additional knowledge they need to help them accomplish their goals and those of their clients.”

“Our longstanding relationship with Hilliard Lyons is very important to us,” stated Doug Trott, President and CEO of PriceMetrix. “We are pleased that our solutions continue to help the team at Hilliard Lyons realize their value.”

PriceMetrix applications are powered by anonymous transaction and fee-based account pricing history of more than 40,000 full service investment advisors.  They give advisors powerful benchmark data that leads to better informed pricing decisions.

About Hilliard Lyons

Based in Louisville, KY, Hilliard Lyons is a full-service financial services firm that focuses on the creation, preservation and distribution of its clients’ wealth. The firm specializes in planning issues that include retirement, business succession, trust and estate planning and education funding. Hilliard Lyons offers comprehensive financial services and advice, including managed accounts from the country’s premier managers, as well as a broad menu of investment vehicles, such as stocks, bonds, options, mutual funds, annuities and insurance to facilitate the financial strategies recommended.

Founded in 1854, the firm has a long and distinguished history in the American marketplace. Hilliard Lyons operates 70 branches in 12 states. Hilliard Lyons is a member of the New York, American and Chicago stock exchanges, the Financial Industry Regulatory Authority (FINRA), and the Securities Investors Protection Corp. (SIPC).

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.