https://www.pricemetrix.com/robert-w-baird-co-renews-pricemetrix-commissioncheck-pricing-intelligence-solution-adds-feecheck/

PriceMetrix

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 Inc. the industry leader in practice management analytics software.

Baird has renewed its commitment to CommissionCheck, a subscription service that provides advisors with real-time industry pricing comparables for their commission-based trading.  In addition, Baird has added a multi-year subscription for FeeCheck, PriceMetrix’ pricing application designed for fee-based wealth advisory services.  Both FeeCheck and CommissionCheck enable advisors to take control of their pricing, and gain confidence that their pricing is fair, consistent and reflects the value of their service and brand.

“Our financial advisors have had a great experience using CommissionCheck and we are pleased to renew our subscription with PriceMetrix,” said Timothy Fuhr, Director of Advisory Operations.  “We are also excited to now provide our financial advisors access to FeeCheck, an additional tool to help them improve their client experience and grow their businesses.”

“CommissionCheck and FeeCheck will help Baird financial advisors ensure that their pricing is fair for both themselves and their clients,” said Doug, Trott, President and CEO of PriceMetrix.  “We are thrilled to continue working with Baird.”

The CommissionCheck and FeeCheck 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 Baird

Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than 3,100 associates serving the needs of individual, corporate, institutional and municipal clients.  Baird has $152billion in client assets.  Committed to being a great place to work, Baird ranked No. 5 on FORTUNE’s 100 Best Companies to Work For in 2015 – its 12th consecutive year on the list.  Baird’s principal operating subsidiaries are Robert W. Baird & Co. in the United States and Robert W. Baird Group Ltd. in Europe.  Baird also has an operating subsidiary in Asia supporting Baird’s investment banking and private equity operations.  For more information, please visit Baird’s Web site at www.rwbaird.com.

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.