Hilliard Lyons, a full service financial services firm, has confirmed the multi-year renewal of PriceMetrix' ValueOne across the firm's network of more than 400 Financial Consultants who offer services in 70 offices in 13 Midwestern and Southern states.
ValueOne delivers practice management intelligence and analytical tools that help over 10,000 Investment Advisors in North America achieve measurable productivity improvements.
"The practice management intelligence delivered by ValueOne has enabled us to identify the best opportunities to improve business results. ValueOne also provides an unparalled reporting and analytical platform that supports our efforts to help our Financial Consultants improve their practice management, "said Darryl K. Metzger, Executive Vice President, and Director of Private Client Group at Hilliard Lyons.
ValueOne delivers enhanced business intelligence regarding Investment Advisor activity, relative performance, and enterprise-wide benchmarking against competitive practices. This helps retail wealth management firms improve Investment Advisor practice management strategies, coaching, and productivity. ValueOne is fueled by a rich and longitudinal data warehouse representing 1.5 million households, 15,000 advisor books, 200 million transactions, 1 million fee-based accounts, and $800 billion in assets.
Doug Trott, President and CEO of PriceMetrix said, "Hilliard Lyons has been a valued client since 2005. Their renewal of our ValueOne offering attests to the value they place in our analysis, diagnostic tools, and most importantly, the measureable business improvements they garner from our relationship."