Independent full-service wealth management firms Wellington West Capital Inc. has confirmed the multi-year renewal of its PriceMetrix ValueOne contract across the firm’s 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 to Annamaria Testani, senior vice president, national business development, Wellington West, “ValueOne 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 ‘wow’ moments for our advisors.”

“Wellington West’s 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,” said Doug Trott, president, and CEO of PriceMetrix.

IE