News Column

Credential Financial Opts For PriceMetrix' FeeCheck Market Intelligence

June 9, 2014



TORONTO, ONTARIO--(Marketwired - June 9, 2014) - PriceMetrix, the practice management software and data services company, today announced Credential Financial Inc. has signed up for a two-year subscription to FeeCheck, PriceMetrix' unique market intelligence application.

FeeCheck draws upon the fee and managed account pricing history contained in PriceMetrix' proprietary database of 40,000 financial advisors to give advisors critical market intelligence, enabling them to make more informed pricing decisions and get appropriately paid for the value they deliver.

"Credential is committed to empowering our partners with forward-thinking industry expertise, best-in-class products and services, and exceptional back office support," said Paul Davenport, Vice President, Information Technology, Credential. "By offering FeeCheck to our partners, we'll be enabling their advisors to better price their services in line with their organization's value proposition."

"FeeCheck will give Credential and its partners a wealth of new information about market pricing which will in turn give their advisors new confidence in pricing their services," said Mark Davidson, Vice President, Sales and Marketing at PriceMetrix. "We look forward to working with Credential as they further enhance their partners' ability to succeed."

FeeCheck is powered by PriceMetrix database of 40,000 advisors, seven million retail investors, 500 million transactions and $3.5 trillion in investment assets. The application allows advisors to price their fee and managed account services in an informed manner, especially at the beginning of a new relationship.

About Credential Financial Inc.

Credential Financial is a national wealth management firm, with over 20 years of experience in the Canadian financial services industry, offering a full suite of products and services to over 225 organizations and more than 1,300 advisors. Credential and its member companies (Credential Asset Management, Credential Securities, Credential Correspondent Partners, Credential Direct, and Credential Insurance Services) provide MFDA and IIROC dealer services, trading and custodian services, online brokerage, and insurance solutions to credit unions and independent financial institutions across Canada. For more information, visit www.credential.com.

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.

FOR FURTHER INFORMATION PLEASE CONTACT: Media Contact Jon Teall 212 317-8296 jteall@teallassociates.com Source: PriceMetrix Inc.


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Source: Marketwire (Canada)


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