26 May 2018

BMO Nesbitt Burns renews deal for PriceMetrix ValueOne Program

25 February 2010  |  1865 views  |  0 Source: PriceMetrix

BMO Nesbitt Burns has confirmed the multi-year renewal of PriceMetrix' ValueOne Program across the firm's network of 1,300 Investment Advisors and 75 branches.

The patented ValueOne Program delivers systematic and scalable practice management tools and services that empower over 10,000 Investment Advisors in North America to achieve measurable performance improvements.

"We have embraced the PriceMetrix ValueOne Program for over three years now and our Investment Advisors are achieving measurable and meaningful results," said Colin Monteith, Senior Vice President at BMO Nesbitt Burns. "ValueOne has become an integral tactic that supports our strategic commitment to foster Investment Advisor best practices."

The ValueOne Program delivers enhanced business intelligence regarding Investment Advisor activity, relative performance, and enterprise-wide benchmarking against competitive practices that empowers retail wealth management firms to improve Investment Advisor practice management strategies, coaching and ultimate productivity. PriceMetrix' ValueOne users have fared well in what has been a tumultuous financial period filled with anxious clients and significant industry change and consolidation, according to a recent statistical review conducted by PriceMetrix.

Doug Trott, President and CEO of PriceMetrix said, "We are proud that the ValueOne Program has contributed to Investment Advisors' performance improvements at BMO Nesbitt Burns over the past three years. We are equally confident that ValueOne will continue to drive significant results for BMO Nesbitt Burns."

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