Richardson GMP extends use of PriceMetrix ValueOne

Source: PriceMetrix

PriceMetrix, the market leader in delivering productivity enhancing practice management solutions to the retail wealth management industry, today announced that Richardson GMP renewed its commitment to the ValueOne practice management and reporting solution, extending it to all advisors in its 17 offices across Canada.

"Our decision to renew our contract with PriceMetrix' ValueOne demonstrates our commitment to providing our Advisor Partners and teams with tools to help build and enhance their practices. By better understanding our practices, we can continue to enhance our focus on the high net worth client experience while building shareholder value within the firm. ValueOne will provide the indepth analysis that helps our Advisors get the most out of their business, whether it's segmenting their client base, finding pricing opportunities, or identifying clients to move to a fee-based platform," said Andrew Marsh, CEO of Richardson GMP Limited.

The patented ValueOne practice management and reporting solution identifies qualified revenue leads within an advisor's current practice, which helps them maximize their business results. ValueOne has helped over 10,000 Investment Advisors and 20 brokerage firms in North America achieve measurable improvements in production.

According to Doug Trott, President and CEO of PriceMetrix, "The renewed commitment of Richardson GMP to ValueOne is an important signal to the marketplace. It attests to the measurable, business-enhancing value of ValueOne in tough but improving economic conditions."

Comments: (0)