PriceMetrix Inc.

PriceMetrix Inc.

June 27, 2012 09:00 ET

TD Waterhouse Private Investment Advice Rolls Out PriceMetrix Practice Intelligence Solutions to Investment Advisors in Canada

PriceMetrix ValueOne™, FeeCheck™ and CommissionCheck™ will work together to help users make informed decisions about their books of business

TORONTO, ONTARIO--(Marketwire - June 27, 2012) - TD Waterhouse Private Investment Advice, a premier full-service brokerage firm and a division of TD Waterhouse Canada Inc., has confirmed a multi-year agreement with PriceMetrix Inc., a practice intelligence solutions company that helps wealth management firms and their advisors enhance productivity and increase firm profitability.

TD Waterhouse will be rolling out three core PriceMetrix solutions - ValueOne, FeeCheck and CommissionCheck to its Investment Advisors starting in October 2012.

"The practice intelligence solutions by PriceMetrix will enable us to better identify opportunities to improve the value of services we deliver to our clients. PriceMetrix provides us with timely reporting and analytics that will empower our Investment Advisors to better understand their books of business and assess client needs," said Mike Reilly, President and National Sales Manager, TD Waterhouse Private Investment Advice.

PriceMetrix delivers business intelligence regarding investment advisor practices and productivity, as well as firm-wide benchmarking against competitive practices. This intelligence, combined with PriceMetrix' proprietary analytical tools optimize resources to better serve the wealth manager's clients and ensure they are up to date on industry best practices.

"We are very pleased to have TD Waterhouse come on board as a new client as they represent a premium brand in the Retail Wealth Management space in North America. Our proprietary software, industry know-how and powerful aggregated data will provide TD Waterhouse the capability to benchmark key performance metrics against industry peers. The insights we provide will translate into actionable intelligence which TD Waterhouse advisors can use to better serve their clients," said Greg Durand, VP Sales and Marketing at PriceMetrix.

PriceMetrix solutions are fueled by rich, normalized and aggregated data representing 3.2 million investors, 500 million transactions, 1 million fee-based accounts, 4 million transactional accounts and over $900 billion in investment assets. PriceMetrix practice intelligence solutions enable 25,000 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 and its solutions, please visit

About TD Bank Group

The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches and serves approximately 22 million customers in four key businesses operating in a number of locations in key financial centres around the globe: Canadian Personal and Commercial Banking, including TD Canada Trust and TD Auto Finance Canada; Wealth and Insurance, including TD Waterhouse, an investment in TD Ameritrade, and TD Insurance; U.S. Personal and Commercial Banking, including TD Bank, America's Most Convenient Bank, and TD Auto Finance U.S.; and Wholesale Banking, including TD Securities. TD also ranks among the world's leading online financial services firms, with approximately 8 million online customers. TD had CDN$773 billion in assets on April 30, 2012. The Toronto-Dominion Bank trades under the symbol "TD" on the Toronto and New York Stock Exchanges.

About TD Waterhouse

TD Waterhouse represents the products and services offered by TD Waterhouse Canada Inc. (Member - Canadian Investor Protection Fund), TD Waterhouse Private Investment Counsel Inc., TD Waterhouse Insurance Services Inc., TD Waterhouse Private Banking (offered by The Toronto-Dominion Bank) and TD Waterhouse Private Trust (offered by The Canada Trust Company). TD Waterhouse Private Investment Advice is a division of TD Waterhouse Canada Inc.

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 3.2 million investors, 500 million transactions, 1 million fee-based accounts, 4 million transactional accounts and over $900 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.

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 or call and email us at 1-866-955-0514 and

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