FolioDynamix’ clients and their Investment Advisors will now have real-time access to PriceMetrix pricing intelligence, directly within the FDx SingleSight wealth management platform.
Powered by PriceMetrix’ CommissionCheck(TM) and FeeCheck(TM) products, this pricing intelligence will allow Investment Advisors to easily compare their transactional and fee pricing to their peers and the market at large. They would be able to do this directly from within the workflow of the order entry system for their transactional business or at the time of proposal generation for their fee-based business.
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By having the pricing transparency they need within the context of their specific situation, Investment Advisors will be able to make more informed decisions on client interactions, proposal content and business strategies.
"We are extremely excited about the added layer of pricing intelligence our clients will have access to through the FolioDynamix wealth management platform," said Joseph Mrak, President and CEO of FolioDynamix. "Our decision to integrate PriceMetrix into our front-office, on-demand FDx SingleSight application was based on our commitment to providing intuitive and comprehensive solutions that fit our client’s needs, and enhance their ability to drive business growth."
"This integration will be of huge benefit to FolioDynamix’ clients, as they will be able to provide their investment advisors with turnkey access to PriceMetrix pricing intelligence, without the need for any additional integration," said Doug Trott, President and CEO of PriceMetrix. "FeeCheck and CommissionCheck will empower investment advisors to price at market levels by giving them instant access to how their proposed fees and commissions compare to others at their firm, and across the industry. Advisors will be able to identify and target revenue opportunities while gaining the confidence to charge a fair price."
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