PortfolioMetrix

PortfolioMetrix was founded in 2010 with the intention of providing financial advisers with a real alternative to their central investment proposition. Our team consists of handpicked, highly qualified, internationally recognised staff to best support the entire advice journey. The PortfolioMetrix proposition is multi-layered: The PortfolioMetrix proposition is centred on the provision of high quality, independent investment management. By intelligently combining the latest academic research, tried and tested portfolio construction methods and proprietary techniques, we deliver robust portfolios with a particular focus on risk control. Portfolios are run on a discretionary basis with each portfolio configured to the client's needs and preferences. The middle layer of the proposition involves empowering the adviser with high-quality analysis tools that enable a better understanding of the client, allowing advisers to configure more appropriate portfolios. Innovation through technology is key to achieving this, resulting in a purpose-built software package, Wealth Explorer. The outer layer involves leveraging Wealth Explorer to increase efficiency and productivity in the adviser’s business. Document automation, advanced platform integration and marketing-leading performance reporting allow advisers to offer a professional proposition to their clients but, crucially, do it quicker and more efficiently.