https://www.pricemetrix.com/resource-center/videos/

PriceMetrix

Videos

Our products and services aren’t just pie in the sky ideas.  They are driven by data, backed by proven practices, and focused on results.  But don’t just take our word for it.  In the videos below listen to real advisors discuss how they have used PriceMetrix tools to provide insight, identify opportunities, and take action on a range of initiatives to improve their productivity.

ValueOne Training Videos

Identifying Non-Core Households

Learn how to quickly identify your non-core households using ValueOne by PriceMetrix.

Viewing your Book’s Revenue

A brief tutorial on quickly viewing your book’s revenue in ValueOne by PriceMetrix.

Viewing Accounts by Product Type

A brief video on viewing your accounts by product type in ValueOne by PriceMetrix.

Transactional & Fee-Based Business

A short video on assessing how your revenue breaks down between transactional and fee business.

Using the Household Tracker

A brief video tutorial on using the Household Tracker to track the progress of your practice from a household quality perspective.

Accessing Historical Data in ValueOne

Easy to follow instructions on accessing previous months’ data in ValueOne.

Benchmarking Your Fee Pricing Using ValueOne

A brief tutorial on using ValueOne by PriceMetrix to help you benchmark your fee pricing.

Sharing Saved Lists Using ValueOne

A brief tutorial on how you can share saved lists with your colleagues using ValueOne by PriceMetrix.

Identifying Households in ValueOne

Step-by-step instructions on using ValueOne to identify households in your business.

ValueOne Overview

This 13-minute video will give you an overview of ValueOne by PriceMetrix.

My Lists in ValueOne

A brief video tutorial on using the “My Lists” feature in ValueOne by PriceMetrix.,

Scorecard in ValueOne

A brief video tutorial on using the scorecard in ValueOne by PriceMetrix.

Client Segmentation Screen in ValueOne

A brief video tutorial on using the client segmentation screen in ValueOne by PriceMetrix.

Product Videos

ValueOne Product Video

ValueOne™ by PriceMetrix is a turnkey application that gives firms and financial advisors actionable intelligence like no other. It allows advisors to outperform by providing insight into the dimensions of their businesses that represent the greatest opportunity relative to their peers and top performers.

FeeCheck Product Video

PriceMetrix’s FeeCheck is an in-the-work-flow application that provides financial advisors with on-demand access to fee and managed account pricing intelligence so that they can properly and competitively price new and existing accounts.

CommissionCheck Product Video

CommissionCheck by PriceMetrix is an in-the-work-flow application that provides financial advisors with on-demand access to equity commission intelligence so that they can properly and competitively price equity transactions. Watch this video to learn more.