Canada's Fastest-Growing Independent Investment Dealer to provide its
Advisors with Exclusive PriceMetrix Performance and Productivity Tools
TORONTO, Sept. 19 /CNW/ - PriceMetrix, the leading provider of
performance tools for broker dealers, announced today Wellington West has
selected it to provide its exclusive products to all of the firm's advisors
and branch managers. The products include Practice Management on Demand and
monthly personalized Productivity Reports which give advisors dynamic new
tools to increase their business and maximize their productivity. Wellington
West, one of Canada's fastest growing independent investment dealers, will
offer the tools to its advisors through its One Wellington system.
"Wellington West is one of the real leaders in our industry having been
recognized as the number one dealer in Canada for the last four years by
Investment Executive," said Doug Trott, President & CEO of PriceMetrix. "We
welcome them as a client and look forward to working together with their
advisors and managers to achieve even greater success."
The PriceMetrix suite of products and services includes its patented
Platform + Program, a proven combination of personalized reports, tools,
people and campaigns designed to allow advisors and management to proactively
evaluate their businesses and business lines. The company currently has 12
brokerage clients with over 8,000 individual users. PriceMetrix clients
experience measurable increases in fee-based assets, assets per consultant,
assets per household and increases in pricing across all product lines.
"We work hard to foster a culture and a workplace that supports our
advisors," said Doce Tomic, COO Wellington West. "PriceMetrix is the kind of
tool that we offer our advisors to give them a powerful advantage in the
PriceMetrix will work closely with National Bank Correspondent Network
and Ticoon Technology in delivering its products to Wellington advisors.
About PriceMetrix Inc.
PriceMetrix focuses exclusively on assisting investment firms increase
productivity and revenue by helping individual FCs become better CEOs of their
business. The PriceMetrix Program is a patented combination of Reporting
Dashboards, Tactical User Tools, comprehensive Practice Management on Demand
and Training solely designed to enable advisors and management to proactively
identify and close Client, Asset, Revenue, Product and Pricing opportunities.
For over seven years, PriceMetrix clients have experienced improved assets per
FC, revenue per FC, and household quality, as well as increased fee-based
business and enhanced pricing.
PriceMetrix clients include: BMO Nesbitt Burns, ScotiaMcLeod, Desjardins
Securities, Odlum Brown, GMP Capital, Janney Montgomery Scott, Hilliard Lyons,
Scott & Stringfellow, and Southwest Securities. PriceMetrix is a Value
Alliance member with Pershing LLC and has alliances with National Bank
Correspondent Network and SWS Clearing.
For more information about PriceMetrix, visit www.pricemetrix.com.
Stephen Dakis, Director, Sales
General: 416-955-0514 x271
About Wellington West
Wellington West is a full-service independent investment dealer
specializing in family wealth management. With more than 500 employees across
Canada, Wellington West provides investment management, financial planning,
insurance, asset management and capital markets services. Wellington West is
an employee-owned company. Founded in 1993 and based in Winnipeg, Wellington
West has become one of the fastest-growing independent full-service investment
firms in Canada, with more than $9.4 billion in assets under management. Among
its many corporate achievements, Wellington West was named the No. 1 Best
Employer in Canada in 2007, one of Canada's Fastest Growing Companies in 2007
and one of Canada's 50 Best Managed Companies for 2006. In addition,
Wellington West retained its No. 1 ranking for a record fourth consecutive
year in the 2007 Brokerage Report Card survey and was named No. 2 Independent
Investment Dealer in the 2006 Financial Post / Starmine Top Analyst Awards.
For further information:
For further information: Stephen Dakis, Director, Sales, Direct: (416)
644-4995, General: (416) 955-0514 x271