Macquarie Private Wealth Rolls Out PriceMetrix ValueOne(TM) and Signs Agreement for PriceMetrix CommissionCheck(TM) Solution
(firmenpresse) - TORONTO, ONTARIO -- (Marketwire) -- 09/19/12 -- PriceMetrix is pleased to advise that Macquarie Private Wealth, a subsidiary of Macquarie Group Limited, recently rolled out PriceMetrix' ValueOne solution to over 200 of its Canadian Financial Advisors and has also begun deploying PriceMetrix CommissionCheck.
PriceMetrix ValueOne is a subscription-based practice intelligence solution that enables Financial Advisors to achieve measurable performance improvements in their books. PriceMetrix CommissionCheck is an in-the-workflow solution designed to empower financial advisors to price equity commission trades at market levels by providing advisors with real-time market pricing comparables.
"We are confident that the PriceMetrix team and their practice intelligence solutions will enable our Financial Advisors to better identify opportunities and improve the overall value of services we deliver to our clients," said Earl Evans, Chief Executive Officer of Macquarie Private Wealth. "The timely reporting and insights provided by PriceMetrix will empower us to analyze the value we are delivering and to match that with client needs."
ValueOne along with CommissionCheck will deliver business intelligence regarding financial advisor practices and productivity, as well as firm-wide benchmarking against competitive practices. This intelligence, combined with PriceMetrix' proprietary analytical tools optimize resources to better serve the financial advisor's clients and ensure they are up to date on industry best practices.
"We are very happy to be able to contribute towards Macquarie Private Wealth's rapid expansion and growth in the Canadian marketplace. The firm's commitment towards advisor best practices and client satisfaction is a great fit with our company culture. We are confident that our CommissionCheck pricing intelligence solution in combination with ValueOne, will further enhance advisor productivity and firm profitability," said Greg Durand, Vice President Sales and Marketing of PriceMetrix.
PriceMetrix solutions are fueled by rich, normalized and aggregated data representing 3.2 million investors, 500 million transactions, 1 million fee-based accounts, 4 million transactional accounts and over $900 billion in investment assets. PriceMetrix practice intelligence solutions enable 25,000 advisors in North America to better analyze their client base and improve the products, services and overall value they deliver. For more information about PriceMetrix please visit .
About PriceMetrix
PriceMetrix is the first choice in practice intelligence solutions for retail brokerages in North America. We help wealth management firms enhance revenue growth, by enabling advisors to identify and action otherwise lost revenue opportunities. By combining industry know-how with powerful aggregated market data, we help our clients increase overall firm profitability.
PriceMetrix directly measures aggregated data representing 3.2 million investors, 500 million transactions, 1 million fee-based accounts, 4 million transactional accounts and over $900 billion 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. To learn about why our clients love us, please visit or call and email us at 1-866-955-0514 and .
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PriceMetrix Inc.
Amrita Mathur
Director, Marketing
+1 (647) 258-0542
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Datum: 19.09.2012 - 07:00 Uhr
Sprache: Deutsch
News-ID 1152566
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