Value proposition

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 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.

Practice intelligence solutions for retail brokerage, Retail brokerage data, wealthmanagment, financial, pricing, and data