PriceMetrix Introduces Mobile Application Giving Financial Advisors Access to Insightful Practice Management Content Anytime, Anywhere
(firmenpresse) - TORONTO, ONTARIO -- (Marketwired) -- 08/07/13 -- PriceMetrix Inc., a practice management software company, recently released a mobile tablet application for the wealth management industry, in order to give Financial Advisors and retail brokerage executives immediate notification and access to PriceMetrix thought leadership content.
PriceMetrix regularly produces research and insights on a variety of practice management topics by drawing upon an exclusive database of 40,000 advisor books, representing 7 million investors and $3.5 trillion in investment assets. By combining this powerful aggregated market data with industry know-how, PriceMetrix helps their clients improve advisor productivity and firm profitability.
The PriceMetrix Insights+ App is a convenient way to stay informed about a number of practice management topics and is available on both the Apple and Android platforms and tablet devices such as the iPad, Google Nexus and Samsung Galaxy.
PriceMetrix whitepapers, case-studies, videos and infographics can be viewed, saved and shared on social networks such as Twitter, Facebook and LinkedIn. Users can also rate content, mark favorites and provide feedback from within the mobile application.
Find out more about the PriceMetrix Insights+ App and how to download it here: .
"Industry professionals want compelling content as well as ease of access, and the PriceMetrix Insights+ App allows us to service that need," said Greg Durand, VP, Sales and Marketing at PriceMetrix. "Financial Advisors as well as wealth management firms can more easily access the insights we produce and apply this thought leadership to their daily practice management activities in order to help improve advisor productivity and better service their clients."
Over 20 wealth management firms and 40,000 Financial Advisors in Canada and the U.S. are currently using PriceMetrix in order to gain better visibility and transparency to industry best practices. PriceMetrix solution offerings include data-driven products such as ValueOne™, CommissionCheck™, FeeCheck™ as well as tailored Advisory Services.
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 recapture 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 7 million investors, 500 million transactions, 3 million fee-based accounts, 7 million transactional accounts, and over $3.5 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 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 find out more, please visit or call and email us at 1-866-955-0514 and .
Contacts:
PriceMetrix Inc.
Amrita Mathur
Director, Marketing
+1 (647) 258-0542
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Datum: 07.08.2013 - 13:00 Uhr
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News-ID 285534
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TORONTO, ONTARIO
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Investment Opinion
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