Thomson Reuters has selected Canada-based PriceMetrix to enhance proposal generation service for wealth managers.
The agreement will allow Thomson Reuters to offer PriceMetrix’s proprietary database of fee and managed accounts history as part of Thomson Reuters Wealth Management Solutions.
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Thomson Reuters will integrate its Proposal Generation tool (PropGen) with PriceMetrix FeeCheck to allow advisors produce targeted proposals that better meet individual customer needs and align with firm compliance requirements.
Paul Lockyer, COO, North American wealth management at Thomson Reuters, said: "It is part of our ongoing commitment to deliver innovative solutions that help our customers improve productivity and effectiveness, and make more informed decisions."
Doug Trott, president and CEO of PriceMetrix, said: "The integration of FeeCheck into the Thomson Reuters PropGen service gives advisors an important tool for making competitive account proposals, as well as improving their productivity."
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