PriceMetrix Inc.

PriceMetrix Inc.

September 29, 2010 09:01 ET

Hilliard Lyons Renews PriceMetrix' ValueOne™ Contract

TORONTO, ONTARIO--(Marketwire - Sept. 29, 2010) - Hilliard Lyons, a full service financial services firm, has confirmed the multi-year renewal of PriceMetrix' ValueOne across the firm's network of more than 400 Financial Consultants who offer services in 70 offices in 13 Midwestern and Southern states. ValueOne delivers practice management intelligence and analytical tools that help over 10,000 Investment Advisors in North America achieve measurable productivity improvements. 

"The practice management intelligence delivered by ValueOne has enabled us to identify the best opportunities to improve business results. ValueOne also provides an unparalleled reporting and analytical platform that supports our efforts to help our Financial Consultants improve their practice management," said Darryl K. Metzger, Executive Vice President, and Director of Private Client Group at Hilliard Lyons.

ValueOne delivers enhanced business intelligence regarding Investment Advisor activity, relative performance, and enterprise-wide benchmarking against competitive practices. This helps retail wealth management firms improve Investment Advisor practice management strategies, coaching, and productivity. ValueOne is fueled by a rich and longitudinal data warehouse representing 1.5 million households, 15,000 advisor books, 200 million transactions, 1 million fee-based accounts, and $800 billion in assets.

Doug Trott, President and CEO of PriceMetrix said, "Hilliard Lyons has been a valued client since 2005. Their renewal of our ValueOne offering attests to the value they place in our analysis, diagnostic tools, and most importantly, the measureable business improvements they garner from our relationship."

About Hilliard Lyons:

Based in Louisville, Ky., Hilliard Lyons is a full service financial services firm that focuses on the creation, preservation, and distribution of its clients' wealth. The firm specializes in planning issues that include retirement, business succession, trust, and estate planning and education funding. Hilliard Lyons offers comprehensive financial services and advice, including professional managed accounts from the country's premier managers, as well as a broad menu of investment vehicles, such as stocks, bonds, options, mutual funds, annuities and insurance to facilitate the financial strategies recommended.

Founded in 1854, the firm has a long and distinguished history in the American marketplace. Hilliard Lyons operates 70 branches in 13 states. Hilliard Lyons is a member of the New York, American and Chicago stock exchanges, the Financial Industry Regulatory Authority (FINRA), and the Securities Investors Protection Corporation (SIPC).

About PriceMetrix:

PriceMetrix is a software firm that helps retail wealth management firms and their advisors optimize selling efforts, manage clients, identify growth opportunities, and enhance practice management.

Through its exclusive relationships with North American retail wealth management providers, PriceMetrix directly measures aggregated data representing 1.5 million investors, 200 million transactions, 1 million fee-based accounts and $800 billion in investment assets. 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. PriceMetrix was recently recognized in the top 250 ICT Companies Listing in the 2010 Branham300.

Our comprehensive data on the business practices of retail investment advisors and their clients inspired the development of the award-winning, patented ValueOne™, our patent pending CommissionCheck™ and our U.S. Market-Based Equity Commission Schedule. FeeCheck™ is the newest practice management innovation from PriceMetrix. It is designed to help retail wealth management firms and their financial advisors make more informed market-based pricing decisions for their fee and managed business.

Founded in 2000, PriceMetrix has its principal place of business in Toronto, Ontario, and services a notable range of clients within the United States and Canada. For more information about PriceMetrix Web-based practice management solutions, please contact us at 416-955-0514 or info@pricemetrix.com.

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