The agreement will see TD Waterhouse launching three core PriceMetrix solutions; ValueOne, FeeCheck and CommissionCheck for its investment advisors starting in October 2012.
Mike Reilly, president and national sales manager, TD Waterhouse Private Investment Advice remarked "The practice intelligence solutions by PriceMetrix will enable us to better identify opportunities to improve the value of services we deliver to our clients. PriceMetrix provides us with timely reporting and analytics that will empower our Investment Advisors to better understand their books of business and assess client needs."
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PriceMetrix delivers business intelligence regarding investment advisor practices and productivity, as well as firm-wide benchmarking against competitive practices.
And this intelligence, combined with PriceMetrix’ proprietary analytical tools optimizes resources to better serve the wealth manager’s clients and further ensures that they are up to date on industry best practices.
PriceMetrix practice intelligence solutions enable 25,000 advisors in North America to better analyze their client base and improve the products, services and overall value they deliver.
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