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Giving you Peace of Mind

“CONSIDER PORTFOLIOMETRIX IF YOU’RE INTERESTED IN DE-RISKING YOUR BUSINESS FROM A COMPLIANCE STANDPOINT, IMPROVING YOUR CLIENTS’ INVESTMENT EXPERIENCE, AND GIVING YOUR BUSINESS THE OPPORTUNITY TO SCALE UP.”
NIGEL MCTEAR, SIGNPOST

DE-RISKING YOUR BUSINESS

Imagine delivering a more efficient and effective investment outcome to all your clients in a fraction of the time, secure in the knowledge you are meeting your compliance obligations. With PortfolioMetrix this is a reality.

We give our adviser partners the tools they need to deliver first class investment portfolios to a large range of clients, whilst meeting the key requirements of the regulator. These tools enable advisers to:

  • Ensure clients aren’t ‘shoe horned’ into a one size fits all solution
  • Analyse and understand clients’ willingness and ability to take risk
  • Include the investor’s time horizon when allocating risk
  • Analyse and understand clients’ capacity for loss
  • Use a consistent and repeatable process
  • Use a robust risk mapping process
  • Evidence a replacement business process
  • Use an independent investment process
  • Evidence oversight and monitoring of suitability process
  • Avoid creating a ‘suitability gap

We do this through:

  • applying industry-leading investment expertise behind the scenes, so the adviser/client relationship isn’t compromised
  • giving access to ‘dial up’ or ‘dial down’ elements within each PortfolioMetrix portfolio, creating customised solutions to meet each clients’ requirements
  • providing integrated client analysis and risk-rating tools
  • providing automated cash flow modelling and reporting tools

This combination of expertise and first class compliance-based tools achieves risk-controlled performance in line with clients’ expectations and suitability requirements whilst satisfying the regulators.

For Financial Professionals

This website is intended for financial professionals only.

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

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