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We help wealth management firms elevate their businesses across hundreds of dimensions using the world’s most powerful retail wealth-management dataset.

 

We combine the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve growth, productivity and client experience. Our tools provide instant visibility into industry best practices ensuring users have access to the best available information to help them build a healthy, growing wealth management practice. 

 

How we help clients

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

Our pricing tools give advisors visibility into industry pricing, and the ability to align price charged to value delivered. Our enterprise tools allow firms to easily establish and execute a pricing strategy that is clear, fair, and consistently applied.

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

Product Overview

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.

 

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