PriceMetrix has launched ClientCheck, a new client dashboard for advisors, the Toronto-based software firm said Thursday.

The company says ClientCheck gives advisors a complete snapshot of each client at the household level, delivering all the important vitals an advisor needs to know to better service and enhance their client relationships.

“Forty percent of households pay their broker less than $250 per year, which means they likely have a larger business relationship with their Starbucks Barista,” says Doug Trott, PriceMetrix president, and CEO.

“We developed ClientCheck to help identify opportunities to broaden and deepen individual household relationships. Advisors who participated in the alpha and beta testing declared that ClientCheck would greatly enhance their business practices. Branch managers also stated that ClientCheck will enable more productive conversations with their advisors by helping them to zero in on revenue opportunities,” Trott adds.

ClientCheck is designed to be used by advisors and their teams on a daily basis to improve productivity.

It delivers pertinent details for a specific household, including: ranking of the household by assets; revenue; product breadth; asset and revenue mix; historical trending compared to the rest of the advisor’s book and peer group; and key business metrics such as recurring revenue, total revenue opportunity, and average ticket size.

ClientCheck is the newest addition to the PriceMetrix ValueOne solution and is available exclusively to ValueOne clients. ValueOne helps retail wealth management firms improve investment advisor practice management strategies, coaching, and productivity.

IE