TD Waterhouse will be rolling out three core PriceMetrix solutions – ValueOne, FeeCheck and CommissionCheck to its Investment Advisors starting in October 2012.
Commenting on the agreement, Mike Reilly, president and national sales manager at TD Waterhouse Private Investment Advice said: "The practice intelligence solutions by PriceMetrix will enable us to better identify opportunities to improve the value of services we deliver to our clients.
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"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," Reilly added.
PriceMetrix delivers business intelligence regarding investment advisor practices and productivity, as well as firm-wide benchmarking against competitive practices.
"Our proprietary software, industry know-how and powerful aggregated data will provide TD Waterhouse the capability to benchmark key performance metrics against industry peers. The insights we provide will translate into actionable intelligence which TD Waterhouse advisors can use to better serve their clients," said Greg Durand, VP sales and marketing at PriceMetrix.
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