{"id":261296,"date":"2011-02-10T14:22:00","date_gmt":"2011-02-10T19:22:00","guid":{"rendered":"https:\/\/www.investmentexecutive.com\/uncategorized\/wellington-west-renews-pricemetrix-valueone-contract\/"},"modified":"2017-12-14T11:48:03","modified_gmt":"2017-12-14T16:48:03","slug":"wellington-west-renews-pricemetrix-valueone-contract","status":"publish","type":"post","link":"https:\/\/www.investmentexecutive.com\/news\/industry-news\/wellington-west-renews-pricemetrix-valueone-contract\/","title":{"rendered":"Wellington West renews PriceMetrix ValueOne contract"},"content":{"rendered":"<p>Independent full-service wealth management firms Wellington West Capital Inc. has confirmed the multi-year renewal of its PriceMetrix ValueOne contract across the firm\u2019s network of 178 advisor teams.<BR> <BR>PriceMetrix is a Toronto software company that helps retail wealth management firms and their advisors optimize selling efforts, manage clients, identify growth opportunities, and enhance practice management. <BR><BR>According to Annamaria Testani, senior vice president, national business development, Wellington West, \u201cValueOne provides our advisors with a fact-based snapshot of their business and shows them how they stack up against their peers.  ValueOne reveals the good habits and helps them improve the not so good habits in a concrete manner and often creates &#8216;wow&#8217; moments for our advisors.\u201d<BR><BR>\u201cWellington West\u2019s renewal of the ValueOne contract is a testament to the measureable performance improvements that can be achieved by enhancing practice management through business intelligence and practical tools,\u201d said Doug Trott, president, and CEO of PriceMetrix.<BR><BR><b>IE<\/b><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Independent full-service wealth management firms Wellington West Capital Inc. has confirmed the multi-year renewal of its PriceMetrix ValueOne contract across the firm\u2019s network of 178 advisor teams. PriceMetrix is a Toronto software company that helps retail wealth management firms and their advisors optimize selling efforts, manage clients, identify growth opportunities, and enhance practice management. According [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2312,2318],"tags":[2933],"yst_prominent_words":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts\/261296"}],"collection":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/comments?post=261296"}],"version-history":[{"count":0,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/posts\/261296\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/media?parent=261296"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/categories?post=261296"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/tags?post=261296"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.investmentexecutive.com\/wp-json\/wp\/v2\/yst_prominent_words?post=261296"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}