Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • AlternativeSoft Reviews & Ratings
    19 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Sharesight Reviews & Ratings
    470 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Nexo Reviews & Ratings
    15,878 Ratings
    Company Website
  • Orion Reviews & Ratings
    14 Ratings
    Company Website
  • CXT Software Reviews & Ratings
    63 Ratings
    Company Website
  • SKU Science Reviews & Ratings
    16 Ratings
    Company Website
  • PracticePanther Law Practice Software Reviews & Ratings
    634 Ratings
    Company Website

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 Ethic?

We enable both wealth advisors and investors to create portfolios that reflect their personal values alongside their financial goals. Ethic provides tailored investment options that cater to individual sustainability and financial preferences. Our mission is to foster excitement around sustainability conversations, whether you are an investor or a wealth advisor. Our services cover a broad spectrum, including education and training on sustainability, financial assessments, portfolio creation and management, as well as ongoing insights into your or your client’s investments. Currently, Ethic partners with some of the largest wealth advisors, custodians, and investment banks in the United States. Our varied team combines deep knowledge in institutional investing, technology, data analytics, and design. For over five years, we have remained dedicated to our mission and now oversee more than $1 billion in sustainable investments. Notably, the total carbon reduction achieved by our clients to date is comparable to taking 5,657 cars off the road, showcasing the significant impact of our efforts. This remarkable outcome not only highlights our commitment to sustainability but also underlines the potential for aligning financial success with positive environmental change.

Media

Media

Integrations Supported

Coral

Integrations Supported

Coral

API Availability

Has API

API Availability

Has API

Pricing Information

$25000.00/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

McKinsey & Company

Date Founded

1926

Company Location

United States

Company Website

www.pricemetrix.com

Company Facts

Organization Name

Ethic

Company Location

United States

Company Website

www.ethic.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Popular Alternatives

Popular Alternatives

Summit Reviews & Ratings

Summit

Summit Wealth Systems
VestmarkONE Reviews & Ratings

VestmarkONE

Vestmark
Vestio Reviews & Ratings

Vestio

IDS Fintech
Tower Reviews & Ratings

Tower

TechRules