PriceMetrix Inc.

PriceMetrix Inc.

April 01, 2014 11:00 ET

HollisWealth Taps into PriceMetrix ValueOne Practice Intelligence Solution

TORONTO, ONTARIO--(Marketwired - April 1, 2014) - PriceMetrix, the practice management software and data services company, today announced HollisWealth has become a new client, agreeing to a two-year commitment for ValueOne.

ValueOne is a turnkey application that provides firms and financial advisors with unmatched, actionable intelligence. PriceMetrix ValueOne solution gives advisors granular insight into the parts of their businesses that offer the greatest opportunities, including choosing the right clients to acquire and service, the right products to offer and the right pricing strategies.

"We are very pleased to engage PriceMetrix and gain access to ValueOne," said Mark Pinto, Vice President, Advisor Strategy and Support at HollisWealth. "As a firm, we are committed to building and maintaining deep relationships with our advisors and their clients and ValueOne will give us critically important additional insight to support both our advisors and their clients in an even more meaningful way. Furthermore, in an ever challenging industry, investing in cutting-edge technology helps us empower advisors to compete at the top of their game!"

"We are delighted to welcome HollisWealth to PriceMetrix and ValueOne," said Mark Davidson, Vice President, Sales and Marketing at PriceMetrix. "ValueOne will give HollisWealth a great perspective on their business and help the firm work with their advisors to achieve peak performance and take their practices to the next level."

ValueOne draws upon PriceMetrix' database encompassing 40,000 advisors, seven million retail investors, 500 million transactions and $3.5 trillion in investment assets. This proprietary database allows ValueOne subscribers to compare themselves to their peers and understand how they measure up. Users are able to set goals, measure their success and watch their businesses transform over time.

About HollisWealth

HollisWealth is a trademark of The Bank of Nova Scotia and will be used by the HollisWealth advisor network that is part of the Bank's Global Wealth & Insurance division. As one of Canada's premier independent financial advisory networks, HollisWealth provides diversified investment and wealth management services to individuals, families, corporations and foundations. HollisWealth supports innovative wealth management through a network of independent advisors who operate under the HollisWealth brand. This financial advisory network includes approximately 1,000 advisors of multiple regulated entities who reside in over 400 locations across Canada.

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 7 million investors, 500 million transactions, 1.6 million fee-based accounts, 7 million transactional accounts and over $3.5 trillion 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.

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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