Contact Us

WELCOME TO PORTFOLIOMETRIX

“GOING WITH PMX IS PROBABLY THE BEST BUSINESS DECISION OF MY LIFE.”

NIGEL MCTEAR, SIGNPOST

Launched in 2010, PortfolioMetrix was designed and developed to challenge the old order of investment services available to financial advisers and their clients. We provide world class investment management with world class technology. Partnering with PortfolioMetrix frees up time, allowing advisers to focus on the bigger business picture and take the pressure off worrying about investment management and administration, performance and reporting. PortfolioMetrix specialises in asset allocation, fund selection and rebalancing all of which contribute towards the PortfolioMetrix Alpha (higher expected returns for investors).

However, this is just the tip of the iceberg as the technology affords deeper client analysis, de-risks your business and enables you to increase productivity. The role of the adviser is enhanced, not diminished because we work directly with our adviser partners, but don’t need to meet their clients. Ultimately though, the real measure of a successful partnership is delivering better investor outcomes. How do we do this? We hope this website answers that question so please take a look around and then get in touch to find out more.

Our Awards

WHAT OUR ADVISER PARTNERS SAY

For Financial Professionals

This website is intended for financial professionals only.

By continuing you are confirming that you have read and understood our Privacy Policy. You are also consenting to the use of Cookies on this site.

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

I DISAGREE I AGREE