PriceMetrix Inc

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Description

Doug Trott co-founded PriceMetrix in 2000 bringing 18 years of strategy consulting experience in the retail and wholesale financial industries. Under his leadership, PriceMetrix has become the leading provider of scalable practice management solutions for the Wealth Management industry. In his role as President & CEO, Mr. Trott focuses on the business development and growth of PriceMetrix, setting the company’s strategic direction in meeting the evolving needs of North American brokerage and Wealth Management firms.

Founded in 2000 and headquartered in Toronto, Ontario, we service a notable range of retail wealth management firms within the United States and Canada.

Founded in 2000 and headquartered in Toronto, Ontario, we service a notable range of retail wealth management firms within the United States and Canada. To learn about why our clients love us, please visit www.pricemetrix.com or call and email us at 1-866-955-0514 and info@pricemetrix.com .

Credential Financial is a national wealth management firm, with over 20 years of experience in the Canadian financial services industry, offering a full suite of products and services to over 225 organizations and more than 1,300 advisors.

James Benum currently serves as the Vice President, Product with overall responsibility for the product strategy and execution. With over 17 years of experience in the enterprise software space covering all lines of business from sales, R&D to professional services at both large and small firms, Mr. Benum brings a diverse perspective to clients and the management team.

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