PortfolioMetrix, the next-generation discretionary investment fund management firm that blends the convenience of model portfolios with the ability to customise portfolios for individual clients, has added an integration with O&M Profiler, the feature packed research, analysis and reporting system for financial advisers.
The integration means PortfolioMetrix portfolios tailored by advisers for their clients can be uploaded into the O&M Profiler system quickly and easily. It follows a similar integration with FE Analytics early this year.
Dave Chessell, UK Distribution Director, comments: “We recognise that our adviser partners use a range of back office systems and independent research providers and it saves valuable time to have a straight-through process that enables investment portfolios to be seamlessly fed through to those systems. Our integration with FE Analytics is already working well and we are delighted to now add O&M Profiler to our functionality.”
Michael McQuillan, Partnership Manager, comments “We’re always looking for ways to integrate with other technology and service providers to add value and functionality for our users. We were asked by a number of firms to work with PortfolioMetrix and I’m delighted that both parties have been able to make this happen so quickly. Anything that helps smooth processes and reduce admin is beneficial for all so it’s good news that this link between the two companies has been established.”