Advisory

PriceMetrix goes beyond typical advisory consulting to ensure successful design and execution of pricing and compensation policies while keeping investor interests top of mind. Our fact-based advisory services help wealth management firms build programs that achieve results, and our approach focuses on creating incremental growth for firms, as well as improved advisor adoption.

Price benchmarking: detailed analysis of discount sharing programs benchmarked to industry peers, as well as comparative pricing analysis of list and realized price, analyzed across various dimensions.

Commission schedule design: evaluation and enhancement of pricing schedules and policies across product types, informed by actual advisor pricing, as well as economic modelling and behavior-based assessments.

Compliance risk assessment: identification of anomalies, relative to industry norms, along with a heatmap of the clients, advisors, branches, or regions where potential conduct risk is concentrated.

Advisor and branch manager compensation design: detailed review and modification of existing compensation plans using market best practices and behavior-based incentive strategies.

Advisor production and growth benchmarking and modeling: assessment of current and future production potential, based on assessment of key business components linked to asset and advisor growth.