We're delighted to announce that PortfolioMetrix won Best Client Engagement (again) at the Professional Adviser Awards 2024.
On March 20th, PortfolioMetrix had the pleasure of attending the 19th annual Professional Adviser Awards. It was a fantastic gathering of financial advisers, providers, and fund managers coming together to celebrate the achievements of the past 12 months and the progress made across our industry. The awards recognise excellence and innovation across a wide variety of categories and we were honoured to be shortlisted in three categories: Best DFM, Best Client Engagement & Best ESG Solution. This is a great validation of the breadth of our proposition.
Winning Best Client Engagement for the fourth time in the past five years is an incredible achievement. It's truly gratifying to see our dedication and efforts recognised so consistently in a very competitive category. This is a well deserved validation of how awesome the whole PMX team is and how much we care about our adviser partners and their clients.
A special mention must go to our Partner Relations (PRS) team who do an outstanding job looking after our partners. The picture below is Claire & Claudia trying to find space for the latest addition to our trophy cabinet!
The full list of winners can be found here.