Richardson GMP Limited has renewed its commitment to the PriceMetrix ValueOne practice management and reporting solution, extending it to all advisors in its 17 offices across Canada, the Toronto-based practice management software firm announced Wednesday.
\u201cOur decision to renew our contract with PriceMetrix\u2019 ValueOne demonstrates our commitment to providing our advisor partners and teams with tools to help build and enhance their practices,\u201d stated Andrew Marsh, CEO of Richardson GMP.
\u201cValueOne will provide the indepth analysis that helps our Advisors get the most out of their business, whether it\u2019s segmenting their client base, finding pricing opportunities, or identifying clients to move to a fee-based platform,\u201d Marsh added.
The patented ValueOne practice management and reporting solution identifies qualified revenue leads within an advisor\u2019s current practice, which helps them maximize their business results, PriceMetrix explains. The firm says its software has helped over 10,000 investment advisors and 20 brokerage firms in North America achieve measurable improvements in production.
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