TORONTO, ONTARIO — (Marketwire) — 12/13/12 — BMO Nesbitt Burns, a premium full-service wealth management firm, recently entered into a multi-year agreement with PriceMetrix Inc., a practice intelligence solutions company that helps wealth management firms and their advisors enhance productivity and increase firm profitability.
BMO Nesbitt Burns has committed to a 3-year renewal of PriceMetrix- ValueOne solution being provided to the firm-s network of more than 1,350 Investment Advisors, in over 70 locations across Canada.
ValueOne is a subscription-based practice intelligence solution which enables Investment Advisors to achieve measurable performance improvements in their books of business. The PriceMetrix ValueOne solution delivers business intelligence regarding investment advisor practices, productivity and relative performance, as well as firm-wide benchmarking against industry metrics. This intelligence, combined with ValueOne-s proprietary analytical tools, helps retail wealth management firms improve practice management strategies, coaching, and productivity.
“BMO Nesbitt Burns has been a valued client since 2005 and we are excited to extend this important relationship. The firm-s continued commitment to the ValueOne solution is evidence of the performance improvements that their Investment Advisors have experienced with the help of PriceMetrix practice intelligence. We believe that our data, analytics and insight provides BMO Nesbitt Burns and their Investment Advisors a significant competitive advantage, and we-re confident that they will continue to identify and realize opportunities for success,” said Greg Durand, Vice President, Sales and Marketing.
PriceMetrix solutions are fueled by rich, normalized and aggregated data representing 6 million investors, 500 million transactions, 1.6 million fee-based accounts, 7 million transactional accounts, and over $3.5 trillion in investment assets. PriceMetrix practice intelligence solutions enable 35,000 advisors in North America to better analyze their client base and improve the products, services and overall value they deliver.
For more information about PriceMetrix and its solutions, please visit .
About BMO Nesbitt Burns
BMO Nesbitt Burns is a core part of the success of BMO Financial Group. We have an extensive network of approximately 1,350 Investment Advisors at 76 branches across Canada.
BMO is Canada-s oldest bank, founded in 1817. The origins of BMO Nesbitt Burns- predecessor firms date back to 1912. In 1987, BMO Bank of Montreal acquired Nesbitt Thomson, then one of Canada-s oldest and most respected investment houses. In 1994, BMO Bank of Montreal also acquired Burns Fry, one of the largest dealers of Canadian equities and debt securities. Nesbitt Thomson and Burns Fry then merged to become BMO Nesbitt Burns.
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 6 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 or call and email us at 1-866-955-0514 and .
Contacts:
PriceMetrix Inc.
Amrita Mathur
Director, Marketing
+1 (647) 258-0542