PriceMetrix Inc.

PriceMetrix Inc.

March 23, 2010 09:00 ET

Macquarie Private Wealth To Leverage PriceMetrix' ValueOne™ Program

TORONTO, ONTARIO--(Marketwire - March 23, 2010) - PriceMetrix is pleased to announce that Macquarie Private Wealth has agreed to purchase the ValueOne Program to support their Canadian practice management efforts.

The patented ValueOne Program delivers systematic and scalable practice management tools and services that enable over 10,000 investment advisors in North America to achieve measurable performance improvements. The ValueOne Program delivers enhanced business intelligence regarding investment advisor activity, detailed book metrics, relative performance, and enterprise-wide benchmarking against competitive practices that empower retail wealth management firms to improve investment advisor practice management strategies, coaching and ultimate productivity. 

According to Bruce Kagan, CFA, Macquarie Group Limited Executive Director, Chief Executive Officer, Macquarie Private Wealth Inc. and Macquarie Executive Director, "The ValueOne Program is a strategic investment that demonstrates our commitment to providing substantial resources to advisors to help them build their business."

In January 2010, Macquarie Group acquired Blackmont Capital to create Macquarie Private Wealth, a strong new global presence that is redefining what Canadians can expect from a personal investment firm. Macquarie Private Wealth is part of the Macquarie Banking and Financial Services Group, the primary relationship manager for Macquarie's retail client base, which provides services to more than 850,000 clients and has over $108 billion of clients' assets under advice, administration or management.

About PriceMetrix

PriceMetrix is dedicated to delivering solutions that enhance the overall business results of retail wealth management firms by helping financial advisors, mid-level managers, and senior management become better 'CEOs' of their business. With 10 years of experience, we are the leader in delivering systematic and scalable practice management to retail wealth management firms and their financial advisors.

Our comprehensive understanding and experience inspired the development of award-winning, patented technology in the ValueOne™ Program. CommissionCheck™, the newest practice management innovation from PriceMetrix, is designed to help retail wealth management firms and their financial advisors increase productivity and revenue.

Founded in 2000, PriceMetrix has its principal place of business in Toronto, Ontario, and services a notable range of clients within Canada and the United States.

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