TORONTO, ONTARIO--(Marketwire - July 17, 2012) - Hilliard Lyons, a full-service financial services firm, recently entered into 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.
This agreement has enabled Hilliard Lyons and their Financial Advisors to take advantage of the PriceMetrix CommissionCheck solution from within their order entry system. In addition Hilliard Lyons has also confirmed the renewal of PriceMetrix' ValueOne solution being provided to the firm's network of more than 400 advisors across 70 offices in 12 Midwestern and Southern states.
"We have already seen great results from using ValueOne, and are happy to extend our relationship with PriceMetrix. Having turnkey access to pricing intelligence from within our order entry system made our decision regarding CommissionCheck very easy", said Jim Allen, Chief Executive Officer, Hilliard Lyons. "Now, our Financial Consultants are able to confidently achieve equity commission pricing that reflects the value they deliver to their clients."
PriceMetrix CommissionCheck is a subscription service designed to empower financial advisors to price equity commission trades at market levels by providing advisors with real-time market pricing comparables. The integration of CommissionCheck within the order entry system of Hilliard Lyons allows their advisors to seamlessly access market pricing insights as part of their normal workflow.
"We are very pleased to be extending the power of the PriceMetrix solutions within Hilliard Lyons ", said Greg Durand, VP Sales & Marketing at PriceMetrix. "The PriceMetrix practice management team along with our data, analytics and insight will provide Hilliard Lyons and their advisors a significant competitive advantage. With the help of our CommissionCheck product, advisors are able to identify and realize revenue opportunities while gaining the confidence to charge a price that reflects the value they deliver."
PriceMetrix ValueOne delivers business intelligence regarding investment advisor practices and productivity that help over 25,000 Advisors in North America achieve measurable productivity improvements.
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 www.pricemetrix.com
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 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 12 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 Corp. (SIPC).
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 www.pricemetrix.com or call and email us at 1-866-955-0514 and firstname.lastname@example.org.