PriceMetrix, a practice management software company, has released a mobile tablet application for the wealth management industry, in order to give financial advisors and retail brokerage executive’s 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 US$3.5 trillion in investment assets.
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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.
Greg Durand, VP, sales and marketing at PriceMetrix, said: "Industry professionals want compelling content as well as ease of access, and the PriceMetrix Insights+ App allows us to service that need. 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."
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By GlobalDataOver 20 wealth management firms and 40,000 Financial Advisors in Canada and the US 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.
