Audience
Wealth management advisors and executives
About PriceMetrix
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.
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Pricing
Starting Price:
$25000.00/month
Integrations
Company Information
McKinsey & Company
Founded: 1926
United States
www.pricemetrix.com
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Product Details
Platforms Supported
Cloud
Support
Phone Support
PriceMetrix Frequently Asked Questions
PriceMetrix Product Features
Investment Management
Benchmarking
Supported
Bonds / Stocks
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Modeling & Simulation
Supported
Performance Metrics
Supported
Accounting Management
Not Supported
Client Management
Not Supported
Commodities
Not Supported
Fund Management
Not Supported
Payroll & Commissions
Not Supported
Portfolio Management
Not Supported
Risk Management
Not Supported
