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Wealth Explorer™

“WEALTH EXPLORER™ SHOWS THE CLIENT EXACTLY WHAT THEY ARE GETTING IN TERMS OF FUNDS, EXPECTED RETURNS AND TIME HORIZONS. THIS FITS WELL WITH OUR TECHNOLOGY-LED FINANCIAL PLANNING FIRM.”
ANDREW REEVES, THE INVESTMENT COACH
“I COULDN’T OPERATE MY BUSINESS WITHOUT WEALTH EXPLORER™, IT REALLY IS THAT GOOD!”
NIGEL MCTEAR, SIGNPOST

Wealth Explorer™ is a software package purpose built by PortfolioMetrix that integrates:

  • client suitability tools (willingness & ability to take risk)
  • a portfolio construction approach that avoids shoe-horning clients into model portfolios
  • practice efficiency tools such as white-labelled proposal and review documents
  • execution and client reporting

PORTFOLIO CONSTRUCTION

PortfolioMetrix specialises in the construction, management and monitoring of portfolios. We monitor on a daily basis, constantly ensuring that mandates are adhered to, meeting suitability requirements and clients’ expectations

STREAMLINED DOCUMENTS

Wealth Explorer™ tools are fully integrated, allowing you to produce detailed documentation quickly and easily without the need to rekey data. All the documentation can be branded to you, with PortfolioMetrix positioned as a supporting partner.

REPORTING

A suite of bespoke reports is instantly available, either to use with prospective new clients or to review options with your established relationships.

FINANCIAL PERSONALITY FRAMEWORK

Uses behavioural finance to reveal robust client insights into how portfolios should be constructed in line with their expectations and within their investment comfort zones.

CASH-FLOW MODELLING

Sophisticated cash-flow modelling provides a decision support mechanism that allows you to test your clients’ abilities to take risk.

PROCESSING ON PLATFORM

Our technology is fully integrated with platforms, allowing seamless execution and consistent rebalancing across multiple clients, which helps drive efficiencies enabling us to keep charges to a minimum.

WEALTH EXPLORER™

It is unusual for third party investment firms offering an ‘outsourced’ service to provide many, if any, of the features found in Wealth Explorer™. PortfolioMetrix thinks differently and provides an alternative, integrated solution that avoids some of the pitfalls of stitching disparate third party processes and tools together.

Wealth Explorer™ can be used behind the scenes to prepare for client meetings or live during the client engagement, helping clients to visualise the dynamic nature of the trade-offs in making investment choices.

Wealth Explorer™ is modular allowing advisers to use as much or as little of the functionality as they require.

FINANCIAL PERSONALITY FRAMEWORK

Incorporating advances in behavioural finance, PortfolioMetrix has developed a Financial Personality assessment tool that allows advisers to explore many more facets of a client’s financial personality beyond simply risk tolerance. It is designed as a sophisticated engagement tool that enhances an adviser’s innate ability to “read” a client. It aims to pre-empt destructive behaviour and assists in client “coaching“. Whilst the main purpose is to measure the client’s willingness to take risk, the additional information can then be used during the portfolio construction phase.

PMX FinancialPersonality

Once the client has completed the Financial Personality Questionnaire (online or paper based) Wealth Explorer™ then allows the adviser to produce a client specific, white labelled report.

PORTFOLIO CONSTRUCTION

Wealth Explorer™ guides the adviser through the mandate definition process, which results in a portfolio tailored to the client’s preferences. Crucially the client isn’t shoe-horned into a model portfolio, but the process that the adviser follows in configuring the portfolio is simple, consistent and repeatable.

PortfolioMetrix integrates the Financial Personality Framework and the Portfolio Construction process, ensuring that the risk mapping exercise is fully calibrated to portfolio risk. This is certainly not the case where advisers use different “vendors” for risk profiling and investment solutions, where the adviser assumes full responsibility for mapping risk profiles to portfolios and where neither of the vendors have awareness of the other’s process and assumptions.

 

Once the client has completed the Financial Personality Questionnaire (online or paper based) Wealth Explorer™ then allows the adviser to produce a client specific, white labelled report.

PMX - PortfolioConstruction

CASH FLOW MODELLING

Having designed suitable portfolios based on the client’s willingness to take risk via the Financial Personality Framework, advisers can now test the client’s ability to take risk via cash flow modelling. The process involves modelling events, assets, liabilities and future cash flows. PortfolioMetrix developed this as a decision-support tool, emphasising an intuitive “what-if” scenario analysis approach that produces more refined outcomes.

Cash flow modelling also allows the adviser to highlight other actions clients should consider to meet their financial goals within their capacity to assume risk. Charting different scenarios helps clients visualise large amounts of data in an effective way.

PMX - Cashflow Modelling

STREAMLINED DOCUMENTS

Having analysed the client’s needs and designed customised portfolios for the client, advisers can create white labelled client-specific documentation for each part of the process. This includes client acquisition documents (proposals), client retention and servicing tools (review documents and reporting). This is crucial to a modern scalable practice.

PMX - StreamlinedDocs

PortfolioMetrix uses its discretionary authority to manage the portfolios on-platform, leaving the platforms to focus on Administration, Execution and Custody.

PROCESSING ON PLATFORM

PortfolioMetrix uses its discretionary authority to manage the portfolios on-platform, leaving the platforms to focus on Administration, Execution and Custody.

Wealth Explorer™ manages the transactions and interactions seamlessly with the platforms using a proprietary technology interface, ensuring careful portfolio monitoring, seamless execution and consistent rebalancing across the client base.

PMX Wealth Explorer Platforms

REPORTING

Enhanced portfolio reporting and documentation ensure the review meetings are easily prepared for. Standard reports include quarterly commentary from PortfolioMetrix on the economy, markets and changes in the portfolios along with the information on the client’s specific portfolio.

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For Financial Professionals

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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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