PriceMetrix Description
Data-driven insights for wealth managers and executives. PriceMetrix is a wealth management platform that helps wealth management firms to grow their businesses in hundreds of dimensions. It uses the largest retail wealth-management database in the world. PriceMetrix brings together the power of industry data with advanced business intelligence in one platform. Our partners include wealth management firms and financial advisors. We help them improve their productivity, client experience, decision-making, and efficiency, while also identifying growth opportunities and pursuing them. We give clients instant access to industry best practices to help them build a healthy and growing wealth management business.
Pricing
Pricing Starts At:
$25000.00/month
Integrations
Company Details
Company:
McKinsey & Company
Year Founded:
1926
Headquarters:
United States
Website:
www.pricemetrix.com
Media
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Product Details
Platforms
SaaS
Customer Support
Phone Support
PriceMetrix Features and Options
Investment Management Software
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management