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PriceMetrix launches ClientCheck


PriceMetrix, a software firm that helps retail wealth management firms and their advisors optimize selling efforts, manage clients, identify growth opportunities, and enhance practice management, has launched ClientCheck, a state of the art client dashboard for advisors. 

ClientCheck is designed to give advisors a complete snapshot of each client at the household level and delivers all the important vitals an advisor needs to know to better service and enhance their client relationships. 

"Forty per cent of households pay their Broker less than USD250 per year, which means they likely have a larger business relationship with their Starbucks Barista," says Doug Trott, PriceMetrix President, and CEO. "We developed ClientCheck to help identify opportunities to broaden and deepen individual household relationships. Advisors who participated in the alpha and beta testing declared that ClientCheck would greatly enhance their business practices. Branch managers also stated that ClientCheck will enable more productive conversations with their advisors by helping them to zero in on revenue opportunities."

ClientCheck enables advisors and their teams to identify business opportunities at the household level. Powered by an automated search and proprietary business intelligence engine, ClientCheck Instantly delivers pertinent details for a specific household, including: ranking of the household by assets, revenue, product breadth, asset, and revenue mix, historical trending compared to the rest of the advisor’s book and peer group; and key business metrics (eg, recurring revenue, total revenue opportunity, and average ticket size).

ClientCheck, which is accessible through the PriceMetrix advisor Workstation and is designed to be used by advisors and their teams on a daily basis to improve productivity, is the newest addition to the PriceMetrix ValueOne solution and is available exclusively to ValueOne clients. 

ValueOne delivers enhanced business intelligence regarding investment advisor activity, relative performance, and enterprise-wide benchmarking against competitive practices. ValueOne helps retail wealth management firms improve investment advisor practice management strategies, coaching, and productivity. ValueOne is fuelled by a rich and longitudinal data warehouse representing 15,000 advisor books, 2.3 million investors, 380 million transactions, 1 million fee-based accounts, 4 million transactional accounts and over USD850 billion in investment assets.

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