PriceMetrix, a brand by McKinsey, offers data-driven insights for wealth management advisors and executives. With the world's largest retail wealth-management dataset, PriceMetrix helps wealth management firms enhance their businesses across various dimensions. They combine industry data and advanced business intelligence into a single integrated platform.

By partnering with PriceMetrix, financial advisors and wealth management firms can improve productivity, enhance client experience, and make informed decisions, all while identifying and pursuing growth opportunities. PriceMetrix provides instant visibility into industry best practices, ensuring that clients have access to the most valuable information to build a thriving wealth management practice. They offer a suite of practice management tools that help advisors and firms spend less time searching for opportunities and more time taking action.

Their pricing tools provide advisors with visibility into industry pricing, while their enterprise tools assist firms in establishing and executing clear, fair, and consistently applied pricing strategies. Additionally, their market insights offer relevant and credible perspectives to support data-driven decision-making. PriceMetrix's capabilities include ValueOne, which enables clients to understand and prioritize business levers for maximum opportunity; FeeCheck, which takes a market-informed approach to pricing services and cultivating long-term relationships with clients; CommissionCheck, which ensures informed and fair commission pricing decisions while delivering optimal service; and SignalOne, which anticipates risk and identifies anomalies by comparing internal data to industry benchmarks.

They also provide advisory services to design and execute effective pricing and compensation policies while prioritizing investor interests. The data collected by PriceMetrix is sourced from over 25 wealth management firms and includes detailed positions and transactions information. With continuous data refreshment, PriceMetrix offers clients unparalleled insights into the behaviors and characteristics of financial advisors, as well as their impact on advisor growth and client outcomes.

Their data represents over 12 million retail investors, with more than 1 billion transactions and over $6 trillion in investment assets accumulated over 19+ years. PriceMetrix's platform is scalable, secure, and reliable. As a hosted solution, they securely manage all necessary data and provide users with a web-based portal for access to their suite of tools.

With an easy integration process, clients can source, extract, and set up regular data transfers effortlessly. Notable experts, such as Jill Zucker, Patrick Kennedy, and Chris Skyrme, are featured within the PriceMetrix team, bringing their unique perspectives and expertise to clients. PriceMetrix offers valuable insights through featured articles, such as US wealth management: A growth agenda for the coming decade and The value of personal advice: Wealth management through the pandemic.

These articles discuss the evolving landscape of wealth management and the importance of personalized advice. To connect with PriceMetrix and explore their offerings, clients can easily get in touch through their contact page