PriceMetrix

PriceMetrix

McKinsey & Company
+
+

Related Products

  • B2i
    2 Ratings
    Visit Website
  • QUODD
    1 Rating
    Visit Website
  • Framnex
    1 Rating
    Visit Website
  • Wallester
    277 Ratings
    Visit Website
  • Square POS
    765,336 Ratings
    Visit Website
  • Finastra LaserPro
    2 Ratings
    Visit Website
  • EventsAir
    154 Ratings
    Visit Website
  • SBS Banking Platform
    29 Ratings
  • SurveySparrow
    3,089 Ratings
    Visit Website
  • SurveyJS
    64 Ratings
    Visit Website

About

Dimply has built a platform that enables financial institutions to build fully branded and compelling fintech solutions, that can harness all the data in their partners’ ecosystem, and then intelligently surface relevant and personalized experiences that adapt to a customer’s changing circumstances. Our mission is to help people think and feel better about money, and in doing so, power a healthier financial future for them, and for the world. A new-generation customer experience platform, designed specifically for financial services. We allow you to leverage any data source available to deliver hyper-personalised digital experiences, regardless of complexity, at scale. Build and deploy customer experiences to engage, inform, and transact with your customers effortlessly. Bring your own data in real time to orchestrate the next experience for your customers. Deliver consistently perfect on-brand experiences dropped straight into your apps.

About

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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Financial companies searching for a solution to manage, optimize, and personalize customer experience

Audience

Wealth management advisors and executives

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$25000.00/month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Dimply
Founded: 2020
Ireland
www.dimply.ai/

Company Information

McKinsey & Company
Founded: 1926
United States
www.pricemetrix.com

Alternatives

Alternatives

Summit

Summit

Summit Wealth Systems
VestmarkONE

VestmarkONE

Vestmark
MoneyWare

MoneyWare

Miles Software (EbixCash)
Apex AscendOS

Apex AscendOS

Apex Fintech Solutions
BITA Risk

BITA Risk

corfinancial
enVisual360

enVisual360

enSynergy Professional Services

Categories

Wealth Management Supported

Categories

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Not Supported

Integrations

Coral Not Supported
Sidekicker Not Supported

Integrations

Coral Supported
Sidekicker Supported
Claim Dimply and update features and information
Claim Dimply and update features and information
Claim PriceMetrix and update features and information
Claim PriceMetrix and update features and information