Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Alternatives to Consider

  • Nexo Reviews & Ratings
    4.4 out of 5 stars 18,780 Ratings
    Company Website for Nexo
  • NaviPlan Reviews & Ratings
    Company Website for NaviPlan
  • ZenTreasury Reviews & Ratings
    4.9 out of 5 stars 9 Ratings
    Company Website for ZenTreasury
  • Canopy Reviews & Ratings
    4.6 out of 5 stars 1,172 Ratings
    Company Website for Canopy
  • QUODD Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for QUODD
  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • 8am Reviews & Ratings
    4.5 out of 5 stars 1,242 Ratings
    Company Website for 8am
  • Paladin POS Reviews & Ratings
    4.7 out of 5 stars 28 Ratings
    Company Website for Paladin POS
  • Lawmatics Reviews & Ratings
    4.6 out of 5 stars 300 Ratings
    Company Website for Lawmatics
  • SKU Science Reviews & Ratings
    4.6 out of 5 stars 16 Ratings
    Company Website for SKU Science

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 Objectway?

An advanced, modular wealth management platform is now available in the cloud, meeting the increasing demands of the financial industry. With over thirty years of experience in product development, we empower you to address present challenges while strategically positioning you to take advantage of future possibilities as we help you visualize your growth trajectory. Our refined client management system enables you to execute daily operations more effectively, deliver superior service to your clients, and enhance your revenue generation. This platform provides a holistic 360° perspective on client data, encompassing investments, assets, relationships, a document repository, and tracking functionalities. By incorporating digital features, you can increase your conversion rates with potential clients and strengthen existing client relationships. The smart KYC capture system facilitates a smoother onboarding process by adapting to different client profiles, supported by an integrated AML scoring engine. By streamlining operations, you can proactively manage a larger client roster through multi-channel strategies, which ultimately elevates advisor productivity and optimizes operational efficiency. Additionally, this pioneering solution equips your business to navigate the continually shifting financial landscape, ensuring you remain competitive and responsive to market changes. With these features, your firm will be well-prepared to thrive in a dynamic environment.

Media

Media

Integrations Supported

Coral
Sidekicker

Integrations Supported

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

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

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

Objectway

Company Location

Italy

Company Website

www.objectway.com/objectway-wealthtech-suite/

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

Wealth Management

Not specified

Popular Alternatives

Summit Reviews & Ratings

Summit

Summit Wealth Systems

Popular Alternatives

VestmarkONE Reviews & Ratings

VestmarkONE

Vestmark
MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
BITA Risk Reviews & Ratings

BITA Risk

corfinancial
Summit Reviews & Ratings

Summit

Summit Wealth Systems
enVisual360 Reviews & Ratings

enVisual360

enSynergy Professional Services