private:pricemetrix
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332373
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Jun 12th, 2022 12:00AM
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PriceMetrix by McKinsey
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3.3K
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37.00
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Open
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Computer Software
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Jun 12th, 2022 07:15AM
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Jun 12th, 2022 07:15AM
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Our solutions use analytics and industry benchmarking to help advisors and their firms better serve their clients and grow their businesses.
PriceMetrix directly measures aggregated data representing 12 million retail investors, one billion transactions, and $6 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 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.
We offer much more than typical business intelligence software and practice management coaching. Our solutions are driven by insightful industry data and expertise in the wealth management industry – we know the questions to ask, the answers that matter.
PriceMetrix users grow faster and create better client experiences than their non-user peers – we know because we measure it! We understand the wealth management industry and adopt clients’ interests as our own, We link insight to opportunity to action in all we do, so our users are inclined and equipped to make transforming change, We enjoy great user satisfaction – 94% of our users would recommend PriceMetrix to other advisors.
With PriceMetrix, financial advisors and wealth management firms are able to improve productivity with the ability to identify and action growth opportunities. Our users are able to gain immediate visibility into industry best practices. Our solutions are easy to use and access allowing for wide adoption, resulting in a positive impact to your business.
With PriceMetrix, advisors and firms are able to identify and action opportunities leading to improvements in both client experience and growth.
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Open
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Practice intelligence solutions for retail brokerage, Retail brokerage data, wealthmanagment, financial, pricing, data
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Open
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155 Wellington St W, Suite 2901
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Toronto
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Ontario
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CA
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M5V 3H6
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PriceMetrix
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Financial Services
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private:pricemetrix
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332373
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May 31st, 2019 12:00AM
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PriceMetrix - Part of McKinsey & Company
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1.1K
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52.00
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Open
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Computer Software
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May 31st, 2019 02:03AM
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May 31st, 2019 02:03AM
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Our solutions use analytics and industry benchmarking to help advisors and their firms better serve their clients and grow their businesses.
PriceMetrix directly measures aggregated data representing 12 million retail investors, one billion transactions, and $6 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 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.
We offer much more than typical business intelligence software and practice management coaching. Our solutions are driven by insightful industry data and expertise in the wealth management industry – we know the questions to ask, the answers that matter.
PriceMetrix users grow faster and create better client experiences than their non-user peers – we know because we measure it! We understand the wealth management industry and adopt clients’ interests as our own, We link insight to opportunity to action in all we do, so our users are inclined and equipped to make transforming change, We enjoy great user satisfaction – 94% of our users would recommend PriceMetrix to other advisors.
With PriceMetrix, financial advisors and wealth management firms are able to improve productivity with the ability to identify and action growth opportunities. Our users are able to gain immediate visibility into industry best practices. Our solutions are easy to use and access allowing for wide adoption, resulting in a positive impact to your business.
With PriceMetrix, advisors and firms are able to identify and action opportunities leading to improvements in both client experience and growth.
|
Open
|
Practice intelligence solutions for retail brokerage, Retail brokerage data, wealthmanagment, financial, pricing, data
|
Open
|
155 Wellington St W, Suite 2901
|
Toronto
|
Ontario
|
CA
|
M5V 3H6
|
|
PriceMetrix
|
|
Financial Services
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private:pricemetrix
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332373
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Feb 17th, 2018 12:00AM
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PriceMetrix - Part of McKinsey & Company
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807
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60.00
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Open
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Computer Software
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Feb 17th, 2018 02:25PM
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Feb 17th, 2018 02:25PM
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PriceMetrix is the first choice in practice management software for North American wealth managers.
Our solutions use 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.
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PriceMetrix
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Financial Services
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private:pricemetrix
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332373
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Feb 16th, 2018 12:00AM
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PriceMetrix - Part of McKinsey & Company
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807
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60.00
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Open
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Computer Software
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Feb 16th, 2017 08:15AM
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Feb 16th, 2017 08:15AM
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PriceMetrix is the first choice in practice management software for North American wealth managers.
Our solutions use 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.
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PriceMetrix
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Financial Services
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private:pricemetrix
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332373
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Feb 15th, 2018 12:00AM
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PriceMetrix - Part of McKinsey & Company
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807
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60.00
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Open
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Computer Software
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Feb 15th, 2017 10:07AM
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Feb 15th, 2017 10:07AM
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PriceMetrix is the first choice in practice management software for North American wealth managers.
Our solutions use 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.
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PriceMetrix
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Financial Services
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private:pricemetrix
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332373
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Feb 14th, 2018 12:00AM
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PriceMetrix - Part of McKinsey & Company
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807
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60.00
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Open
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Computer Software
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Feb 14th, 2017 01:50PM
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Feb 14th, 2017 01:50PM
|
PriceMetrix is the first choice in practice management software for North American wealth managers.
Our solutions use 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.
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PriceMetrix
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Financial Services
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private:pricemetrix
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332373
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Feb 13th, 2018 12:00AM
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PriceMetrix - Part of McKinsey & Company
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807
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60.00
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Open
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Computer Software
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Feb 13th, 2017 04:11PM
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Feb 13th, 2017 04:11PM
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PriceMetrix is the first choice in practice management software for North American wealth managers.
Our solutions use 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.
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PriceMetrix
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Financial Services
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private:pricemetrix
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332373
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Feb 12th, 2018 12:00AM
|
PriceMetrix - Part of McKinsey & Company
|
807
|
60.00
|
Open
|
Computer Software
|
Feb 12th, 2017 04:15AM
|
Feb 12th, 2017 04:15AM
|
PriceMetrix is the first choice in practice management software for North American wealth managers.
Our solutions use 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.
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PriceMetrix
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Financial Services
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private:pricemetrix
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332373
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Feb 11th, 2018 12:00AM
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PriceMetrix - Part of McKinsey & Company
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807
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60.00
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Open
|
Computer Software
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Feb 11th, 2017 05:35AM
|
Feb 11th, 2017 05:35AM
|
PriceMetrix is the first choice in practice management software for North American wealth managers.
Our solutions use 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.
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PriceMetrix
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Financial Services
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private:pricemetrix
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332373
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Feb 10th, 2018 12:00AM
|
PriceMetrix - Part of McKinsey & Company
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807
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60.00
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Open
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Computer Software
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Feb 10th, 2017 06:43AM
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Feb 10th, 2017 06:43AM
|
PriceMetrix is the first choice in practice management software for North American wealth managers.
Our solutions use 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.
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PriceMetrix
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Financial Services
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