PriceMetrix Inc.

PriceMetrix Inc.

April 17, 2013 10:00 ET

FolioDynamix Integrates PriceMetrix Solutions Into its SingleSight Wealth Management Platform, Allowing Advisors to Make Informed Pricing Decisions

TORONTO, ONTARIO--(Marketwired - April 17, 2013) - FolioDynamix, a leading provider of web-based wealth management technology, content and services for managing the full investment and wealth advisory lifecycle, has entered into a multi-year agreement with PriceMetrix Inc., a practice intelligence solutions company that helps wealth management firms and their advisors enhance advisor productivity and increase firm profitability.

FolioDynamix' clients and their Investment Advisors will now have real-time access to PriceMetrix pricing intelligence, directly within the FDx SingleSight wealth management platform.

Powered by PriceMetrix' CommissionCheck™ and FeeCheck™ products, this pricing intelligence will allow Investment Advisors to easily compare their transactional and fee pricing to their peers and the market at large. They would be able to do this directly from within the workflow of the order entry system for their transactional business or at the time of proposal generation for their fee-based business.

By having the pricing transparency they need within the context of their specific situation, Investment Advisors will be able to make more informed decisions on client interactions, proposal content and business strategies.

"We are extremely excited about the added layer of pricing intelligence our clients will have access to through the FolioDynamix wealth management platform," said Joseph Mrak, President and CEO of FolioDynamix. "Our decision to integrate PriceMetrix into our front-office, on-demand FDx SingleSight application was based on our commitment to providing intuitive and comprehensive solutions that fit our client's needs, and enhance their ability to drive business growth."

"This integration will be of huge benefit to FolioDynamix' clients, as they will be able to provide their investment advisors with turnkey access to PriceMetrix pricing intelligence, without the need for any additional integration," said Doug Trott, President and CEO of PriceMetrix. "FeeCheck and CommissionCheck will empower investment advisors to price at market levels by giving them instant access to how their proposed fees and commissions compare to others at their firm, and across the industry. Advisors will be able to identify and target revenue opportunities while gaining the confidence to charge a fair price."

About FolioDynamix

Bringing innovation, insight and agility to the wealth management and investment advisor communities, FolioDynamix offers the most comprehensive web-based technology platform for managing the full wealth advisory lifecycle - including proposal and onboarding, research, model management, portfolio accounting, trade order management, operations, reporting, and performance analytics - across all account types. Unlike other wealth management technology platforms, FDx SingleSight is completely developed, hosted and supported by FolioDynamix - eliminating silos and empowering advisors with a single platform to manage all customer accounts. The platform provides broker dealers, banks, custodians and service providers with leading-edge technology to attract and retain top advisors, accelerate client acquisition and gain end-to-end visibility into all assets under management for improved efficiency, better compliance, and enhanced client service. Visit www.foliodynamix.com.

About PriceMetrix

PriceMetrix is the first choice in practice intelligence solutions for retail brokerages in North America. We help wealth management firms enhance revenue growth, by enabling advisors to identify and action otherwise lost revenue opportunities. By combining industry know-how with powerful aggregated market data, we help our clients increase overall firm profitability.

PriceMetrix directly measures aggregated data representing more than 35,000 full service investment advisor books, 7 million investors, 500 million transactions, 3 million fee-based accounts, 7 million transactional accounts and over $3.5 trillion in investment assets. The data is refreshed on a continual basis to ensure maximum accuracy and relevance. PriceMetrix combines its patented process for collecting and classifying data with proprietary measures of revenue, assets, and households to create the most insightful and granular retail wealth management database available today.

Founded in 2000 and headquartered in Toronto, Ontario, we service a notable range of retail wealth management firms within the United States and Canada. To learn about why our clients love us, please visit www.pricemetrix.com or call and email us at 1-866-955-0514 and info@pricemetrix.com.

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