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What is PriceMetrix?

PriceMetrix delivers insights grounded in data that are specifically designed for wealth management advisors and industry leaders. Utilizing the largest dataset in the retail wealth management arena, we enable firms in this sector to refine their operations in various aspects. Our platform integrates industry data with advanced business intelligence, ensuring users enjoy a streamlined experience. By partnering with financial advisors and wealth management organizations, we aim to enhance productivity, improve client interactions, and support informed decision-making, while also identifying new opportunities for growth. Moreover, we offer instant access to industry best practices, providing clients with essential information needed to build a strong and thriving wealth management practice. Ultimately, our mission is to revolutionize the operational methods of wealth management firms, helping them maintain a competitive edge in a dynamic market. This commitment to innovation and excellence positions our clients for long-term success and sustainability.

What is Ariath?

Ariath connects a firm’s CRM, custodian, planning tools, and other existing systems into one intelligent thread, so AI can act with full client context while the firm stays in control of how its data is accessed, governed, and used. Governance is configured around each workflow rather than applied as a one-size-fits-all policy. Ariath validates role-based access before data reaches an approved AI model, applies configurable redaction to sensitive information, and creates structured, queryable audit records for every request. Retention settings, prompt injection protection, and tenant-specific deployment provide additional control over how AI interacts with firm and client data.

Media

Media

No images available

Integrations Supported

Coral
Sidekicker

Integrations Supported

Addepar
BigCommerce
ChatGPT
Google Calendar
Google Sheets
HubSpot CRM
Instagram
Lightspeed Retail
Mailchimp
MySQL
OpenAI
QuickBooks Accountants
SalesWarp
Shopify
Slack
Smartsheet
Wealthbox
WhatsApp

API Availability

API Availability

Pricing Information

$25000.00/month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

McKinsey & Company

Date Founded

1926

Company Location

United States

Company Website

www.pricemetrix.com

Company Facts

Organization Name

Ariath

Company Location

United States

Company Website

www.ariath.ai/

Categories and Features

Investment Management

Benchmarking
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics

Wealth Management

Not specified

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Multiple Data Sources
Web Services

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