Improving Efficiency

Running a successful financial advice business is not just about giving excellent advice to clients, it’s about doing so in a cost effective and efficient way that maximises productivity.

At PortfolioMetrix we’ve developed our business to specifically deliver increased efficiencies to our adviser partners. We do this through offering:

• A flexible investment proposition that’s suitable for all clients
• Integrated tools for fast and efficient portfolio construction
• A consistent and repeatable process, easily incorporated
• Daily portfolio monitoring performed by PortfolioMetrix
• Disciplined rebalancing, utilising our discretion
• Instant, up-to-date performance reports, aggregated across platforms
• A team of highly qualified investment experts that are easily contactable
• Simple and concise white labelled pre-advice and post-advice reports
• Bulk downloads at a click of a button
• Detailed expert market commentary
• Adviser forums that enable sharing of ideas and best practice

What these services deliver is:

• A scalable, low cost yet high value investment solution for your business
• Better investment outcomes for clients
• More time for you to focus on financial planning and advising more clients
• Less paperwork
• Reduced administration overheads

All our services are part of our standard offering so there are no hidden extra costs.

Find out more about our Wealth Explorer™ tools here