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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Run your business according to your vision, and let us assist you in scaling your established advisory practice without treating you merely as a salesperson. We offer all the resources you need for success while allowing you to take the reins. Our innovative platform handles the tedious tasks, enabling you to concentrate on guiding clients with wealth-building strategies. Spend more time crafting futures and less time managing paperwork, as we eliminate administrative burdens for both you and your clients. Our user-friendly dashboard enhances your visibility and control over operations, along with an all-in-one account aggregation feature. You will also have access to personalized coaching sessions and an elite practice management training program aimed at client acquisition and business growth. With a dedicated webpage, a flexible monthly marketing budget, and state-of-the-art digital prospecting tools, we equip you with everything necessary for success. Additionally, our centralized marketing team and advanced technology platform are designed to enhance your prospecting efforts and improve client experiences, ensuring you have all the support you need to thrive in your business.

Description

PriceMetrix offers data-driven insights specifically tailored for wealth management advisors and executives. By leveraging the largest retail wealth-management dataset globally, we empower firms in the wealth management sector to enhance their operations across numerous dimensions. Our platform merges industry data with sophisticated business intelligence, creating a seamless experience for users. Collaborating with financial advisors and wealth management firms, we focus on boosting productivity, enriching client experiences, and facilitating better decision-making, all while uncovering avenues for growth. Additionally, we provide immediate access to industry best practices, equipping clients with vital information that aids in the establishment of a robust and flourishing wealth management practice. Ultimately, our goal is to transform the way wealth management firms operate, ensuring they stay ahead in a competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Coral No 
Sidekicker No 

Integrations

Coral Yes 
Sidekicker Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$25000.00/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Farther

Country

United States

Website

www.farther.com/for-advisors

Vendor Details

Company Name

McKinsey & Company

Founded

1926

Country

United States

Website

www.pricemetrix.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management No 

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