Practice Management SaaS software helping wealth managers better serve their clients and grow their businesses.
Canada and USA
Joined June 2011
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PriceMetrix by McKinsey retweeted
"I am thrilled to celebrate the opening of PriceMetrix’ new office [in Toronto]," says Senior Partner Jill Zucker. "The new open floor plan space allows our product and tech teams to work in agile pods to bring the best to our clients at a faster and more nimble pace.”
PriceMetrix by McKinsey retweeted
Are you looking to gain more knowledge about what tech companies are looking for in a hire? Join us at our next event @PriceMetrix @McKinsey, a proud Women Who Code sponsor! bit.ly/2xes5O6
PriceMetrix by McKinsey retweeted
I am so excited to spend the evening with you all and share what I have learned about career development and strategies when you interview!
PriceMetrix by McKinsey retweeted
The price for wealth management advice in North America continues to decline, but there is little evidence that this is an effective growth strategy for advisors. @McKinseyBanking @PriceMetrix bit.ly/stateofwealthmanageme…
PriceMetrix by McKinsey retweeted
For North American financial advisors, lowering price to add assets and drive growth is generally not an effective strategy. bit.ly/stateofwealthmanageme… @McKBanking @PriceMetrix #financialadvisors
PriceMetrix by McKinsey retweeted
#TORONTO!
@PriceMetrix is looking for a #BIDeveloper to innovate our platform as it moves to the next stage in its evolution.
Is that you? #Apply on the #WWCode Job Board 👇👇
#JIRA #Selenium #WebSecurity
goo.gl/gzWQEM
PriceMetrix by McKinsey retweeted
.@WomenWhoCodeTO!
@PriceMetrix is in search of a Technical Product Manager to join a dynamic team in developing industry leading solutions bringing to bear their advanced analytics + #bigdata platform.
#Apply now on the #WWCode Job Board!
goo.gl/xexigM
PriceMetrix by McKinsey retweeted
Why are some #FinancialAdvisors more successful at adding new clients than others? @buspatkennedy of @PriceMetrix answers this question and more in the Organic Growth Insights paper. bit.ly/2rV1Cm2 #TRFinRisk
PriceMetrix by McKinsey retweeted
#Wealthmanagement trends revealed: Read @PriceMetrix report on pricing, #GenX gag.gl/9FhCnK #TRFinRisk
PriceMetrix by McKinsey retweeted
A look at the trends in the #retail #wealth #management industry from @PriceMetrix. To request a copy: bit.ly/2sVbzvS
PriceMetrix by McKinsey retweeted
#GivingTuesdayCa is coming. Share the video and get involved. youtu.be/Rq4DNKlVdxw
PriceMetrix by McKinsey retweeted
Work/life balance doesn't exist. Instead, strive for harmony in your schedule: @AdrianaGirdler #IEbyb bit.ly/2dPiA8Z
PriceMetrix by McKinsey retweeted
The trade-offs, soul-searching and stress of a succession transition #financialadvisor #successionplanning ow.ly/Xbd2303QQyr
PriceMetrix by McKinsey retweeted
Financial advisers need to prepare for the coming age wave bit.ly/2dNxzmq
PriceMetrix by McKinsey retweeted
Advisors expect client costs to increase, to shed small clients, and to reset investment performance expectations : bit.ly/2dGaZNE
PriceMetrix by McKinsey retweeted
Firms must look for female advisers in unusual occupations bit.ly/2dxx0gt
PriceMetrix by McKinsey retweeted
These 3 trends are transforming active management, according to SSGA bit.ly/2de0qn7
PriceMetrix by McKinsey retweeted
Mastering technology is no longer an option for financial advisers, it’s imperative, says @askdbroot trib.al/4o4BLi2
PriceMetrix by McKinsey retweeted
Announcing our acquisition of @PriceMetrix, a Toronto-based company which helps wealth management firms use big data bit.ly/2c8qsSz