PortfolioMetrix combines the benefits of traditional investment management methods with none of the downsides.
We support you with industry-leading investment expertise whilst keeping you central to the suitability of the mandate and delivery of the investment proposition to your clients. This, together with integrated client analysis, cash flow modelling and reporting tools, achieves risk-controlled performance in line with your clients’ needs. Each of your clients will receive a genuinely personalised portfolio that carries your unique brand.
Backing all this up is Wealth Explorer™, our sophisticated and powerful technology that enables you to deliver the same level of personalised service to multiple clients, for a fraction of the time and cost it would take using the traditional routes.
By partnering with us you can concentrate on your client relationships and financial planning with full confidence that your clients’ investments are being professionally managed.
Reports are produced by our expert investment team and include quarterly commentary on the economy, markets and changes in the portfolios along with relevant information about your clients’ specific investments.
Our insight tools, reports, on-going investment analysis and detailed performance measurements come as standard: there are no extra charges to our partners for these services. Importantly, our model is structured to meet the strict rules and guidance applied by financial regulators across all the territories where we operate.
Custody of assets sits outside of PortfolioMetrix so we are able to work with the most cost effective and efficient platform technology. Clients’ assets can be on different platforms based on suitability, price and functionality.
Choosing PortfolioMetrix as your investment partner will give every one of your clients a personalised portfolio that is customised to deliver performance in line with their expectations, all for a fee of just 0.35% (+VAT) p.a. This is genuine value for money when compared to traditional discretionary investment management.