IMPROVING EFFICIENCY

“THE INVESTMENT ADMINISTRATION OF RUNNING OUR OWN PORTFOLIOS HAD STARTED TO SPIRAL OUT OF CONTROL BUT WORKING WITH PORTFOLIOMETRIX HAS REMOVED THAT WHOLE ISSUE, ALLOWING US TO FOCUS ON FINANCIAL PLANNING.”

ADAM NEAL, STONEHILL FINANCIAL LTD

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

FIND OUT MORE ABOUT PORTFOLIOMETRIX

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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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