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 data services company, today announces Ziegler Wealth Management has signed a new contract for ValueOne V3, extending a relationship that began in 2009.  ValueOne is a flagship solution for PriceMetrix, providing financial advisors and their firms with critical information and analytics on the business performance of the advisor, the firm and the industry.  Ziegler will rollout ValueOne to its advisors to help them grow their businesses by identifying opportunities, providing common industry reference points and establishing aggressive, yet realistic business plans.

“Ziegler is focused on providing its advisors the best tools to serve their clients and grow their business”, commented Robert Moats, Senior Managing Director and Head of Ziegler Wealth Management. “ValueOne is an extremely valuable solution for our advisors and we’re excited about the new capabilities included in the upcoming release. We are also very pleased to continue our relationship with PriceMetrix and look forward to growing together.”

“I’m delighted Ziegler has chosen to provide ValueOne to its advisors and all of us at PriceMetrix are looking forward to continuing our partnership,” noted Doug Trott, President and CEO of PriceMetrix.  “We are confident ValueOne will prove to be exceptionally valuable in providing their advisors with actionable insight to accelerate their business growth.”

ValueOne enables advisors to optimize their book, deliver more value to target clients and grow faster using analytics-driven industry best practices. The newest version of ValueOne is currently being rolled out to support advisors and their firms with enhanced access to industry best practice data, goal setting, more flexible and personalized views and the ability to tap into underlying business metrics including assets, revenues and transactions.  It will also provide a common industry reference point for advisors through an easy to use web interface.

About Ziegler

The Ziegler Companies, Inc., together with its affiliates (Ziegler), is a specialty investment bank with unique expertise in complex credit structures and advisory services. Nationally, Ziegler is ranked as one of the leading investment banking firms in its specialty sectors of healthcare, senior living, religion, and education, as well as general municipal and structured finance. Headquartered in Chicago, IL with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, corporate finance, FHA/HUD, strategic advisory services and research. Ziegler serves institutional and individual investors through its wealth management and capital markets distribution channels.

About PriceMetrix

PriceMetrix is the first choice in practice management solutions for advisors, managers and executive leaders of wealth management firms in North America.  By combining industry know-how with powerful aggregated market data, we help financial advisors grow their businesses faster.

PriceMetrix directly measures aggregated data representing 7 million investors, 500 million transactions, 1.6 million fee-based accounts, 7 million transactional accounts and over $3.5 trillion in investment assets. PriceMetrix combines its patented process for collecting and classifying data with proprietary measures of revenue, assets, and households to create the most insightful and granular retail wealth management database 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.  For more information, please visit or call and email us at 1-866-955-0514 and


Jon Teall
Teall & Associates
One World Financial Center
New York, NY 10281
212 317-8296