PortfolioMetrix support you with industry-leading investment expertise whilst keeping you central to the suitability of the mandate and delivery of the investment proposition to your clients. This, together with integrated client analysis and reporting tools, plus cash flow modelling where required, achieves risk controlled performance in line with your clients’ needs. Backing all this up is Wealth Explorer™, their sophisticated and powerful technology that enables you to deliver the same level of personalised service to multiple clients for a fraction of the time and cost it would take using the traditional routes.
By partnering with PortfolioMetrix you can concentrate on your client relationships and financial planning with full confidence that your clients’ investments are being professionally managed.
Choosing PortfolioMetrix as your investment partner will give every one of your clients a portfolio that is fully aligned to their risk profile and, should you wish to provide extra fine-tuning, you can opt to dial up or down any elements within the asset allocation for each of your clients, providing a fully tailored and personalised service.