PriceMetrix Inc.

PriceMetrix Inc.

May 16, 2013 09:00 ET

Sterne Agee & Leach Gains Turnkey Access to PriceMetrix CommissionCheck™ Pricing Intelligence Solution

TORONTO, ONTARIO--(Marketwired - May 16, 2013) - Sterne, Agee & Leach, Inc., a full service brokerage firm, headquartered in Birmingham, Alabama, has confirmed a 3-year agreement with PriceMetrix Inc., a practice intelligence solutions company that helps wealth management firms and their advisors enhance productivity and increase firm profitability.

This agreement will enable Sterne Agee and its Financial Advisors to take advantage of the PriceMetrix CommissionCheck [] solution from within their order entry system. PriceMetrix CommissionCheck is a subscription service designed to empower financial advisors with real-time pricing intelligence.

"Having turnkey access to pricing intelligence makes CommissionCheck a great solution for us. The seamless integration with our order entry system makes CommissionCheck easy-to-access and easy-to-use for our advisors. We believe that PriceMetrix' data and insight into equity commission pricing will help our advisors confidently achieve pricing that reflects the value they deliver to their clients," said Walter Robertson, President and COO, Sterne Agee & Leach.

The integration of CommissionCheck within the order entry system of Sterne Agee will allow its advisors to seamlessly access market pricing insights as part of their normal workflow, offering them a significant competitive advantage.

"We are very pleased to add Sterne Agee, a premium brand in the wealth management space, to the PriceMetrix network, and to support their continued growth," said Greg Durand, VP Sales & Marketing, PriceMetrix. "Having instant access to equity commission pricing intelligence will give Sterne Agee's advisors real-time insight into pricing behavior in the market. By being able to assess equity commission pricing against the PriceMetrix market benchmark, advisors can ensure that they are aligned with their client's needs and reflect the value they provide."

PriceMetrix solutions are fueled by rich, normalized and aggregated data representing 7 million investors, 500 million transactions, 3 million fee-based accounts, 7 million transactional accounts, and over $3.5 trillion in investment assets. PriceMetrix practice intelligence solutions enable 35,000 advisors in North America to better analyze their client base and improve the products, services and overall value they deliver.

For more information about PriceMetrix please visit

About Sterne Agee

Founded in 1901 in Birmingham, Alabama, Sterne Agee is one of the oldest and largest privately-owned investment banking firms in the nation. Sterne Agee employs 1,300 employees working in 49 offices across 22 states. Sterne Agee is the trade name used by certain affiliates of Sterne Agee Group, Inc., including Sterne, Agee & Leach, Inc. a member of NYSE/FINRA/SIPC. For more information, visit

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 recapture 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, 3 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 find out more, please visit or call and email us at 1-866-955-0514 and

Contact Information