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Pricemetrix

PriceMetrix

Data-driven insights for wealth management advisors and executives

PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset.
PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice. 

How we help clients

Practice management

Our suite of practice management tools helps advisors and firms spend less time searching for opportunities and more time acting on them.

Pricing intelligence

Our pricing tools give advisors visibility into industry pricing, and our enterprise tools allow firms to easily establish and execute a pricing strategy that is clear, fair, and consistently applied.

Market insight

Our market insights offer relevant and credible industry perspectives to help financial advisors and firms make informed, data-driven decisions.

Our Capabilities

ValueOne

Understand and prioritize business levers that represent the greatest opportunity relative to peers and top performers.

FeeCheck

Take a market-informed approach to pricing services and foster productive long-term relationships with clients.

CommissionCheck

Ensure financial advisors make informed and fair commission pricing decisions while delivering optimal service to clients.

SignalOne

Anticipate risk easily and identify anomalies by comparing internal data to industry benchmarks.

Advisory

Design and execute effective pricing and compensation policies while keeping investor interests top of mind.

Our Data

Our data is collected from over 25 wealth management firms and includes detailed positions and transactions information. Because data is refreshed continuously, we offer our clients an unmatched view into the behaviors and characteristics of financial advisors and powerful insights into how decisions affect advisor growth and client outcomes.

>12

million

retail investors represented in our data

>1

billion

transactions

>$6

trillion

in investment assets

19+

years

of aggregated data

Our Platform

Our platform is scalable, secure, and reliable. As a hosted solution, we securely manage the data required to operate all PriceMetrix offerings, and we house and maintain a web-based portal providing users secure access to all our tools. Our integration process makes it easy for clients to source, extract, and set up regular data transfers of a standard set of data elements that are easily accessible by firms.

Featured Insights

Article

On the cusp of change: North American wealth management in 2030

– The North American wealth-management industry will undergo meaningful changes in the next ten years, influenced by evolving customer segments and rules of engagement, rapid technological advances, and shifting competitive dynamics.
Article

Making choices, finding growth: State of North American retail wealth management

– The market-performance tailwinds that have propelled North American financial advisors for the past several years subsided. Advisors still posted record-high revenues in 2018.
Podcast

Wealth management in an era of robots, regulation, and new money

– By redirecting focus, wealth managers can successfully respond to challenges brought on by digital disruption, demographic shifts, and tighter regulation.

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