Customised Investment Portfolios, matched to your clients' goal

 
We specialise in Asset Allocation, Fund Selection, Monitoring and Rebalancing so you can spend time on the things that really matter to you and your clients
 
 

Tell me more

 

 

INVESTMENT METHODS
 
 
At PortfolioMetrix, we pair world class investment management with world class technology to allow you to offer truly customised portfolios at scale 
 

The idea behind PMX

 

STRATEGIC PARTNERSHIP

"EVERYTIME AN EXISTING CLIENT IS MOVED ON TO A DISCRETIONARY MANDATE AT CONEXIM, I FEEL A WEIGHT LIFTING OFF MY SHOULDERS"
 
NEAL KELLY, THOMOND ASSET MANAGEMENT

 

 

 

 

 

 

 

 

 

Platforms

We are available within pension and investment accounts on the Conexim Platform

CXM

 
 
PortfolioMetrix builds portfolios using all available funds at Conexim. Conexim manages these portfolios for clients on a discretionary basis meaning all ongoing monitoring and rebalancing is done for you

Investment Flexibility

Over 50 portfolios* available to Irish investors covering:

  • Passive Portfolios
  • Active Portfolios
  • Factor Based Portfolios
  • Non-EU ETF (US ETFs)
  • Sustainable Portfolios (ESG)

*Portfolios may be subject to exit Tax and/or CGT/ Income Tax depending on the investors' circumstances an where the portfolio is housed outside of tax wrapped environment e.g. a Pension. In all matters related to tax, investors are advised to always seek appropriate advice and guidance from a recognised specialist in the field.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Why Partner with PortfolioMetrix?

  • We are whole of market and our independence means we have no conflicts of interest when marketing fund selections
  • We help advisers build a recurring income in their business and increase their enterprise value
  • Partnering with PortfolioMetrix is more than a simple decision to choose technology. It means better investment outcomes for your clients, deeper client analysis, increased productivity and an opportunity to scale your business
WHAT SETS US APART

"THE TECHNOLOGY BASED APPROACH OF PORTFOLIOMETRIX FITS EXACTLY WITH THE WAY I RUN MY BUSINESS AND GIVES MY CLIENTS A FULLER UNDERSTANDING OF WHAT IS HAPPENING WITH THEIR INVESTMENTS."
 
EAMON PORTER, ASPIRE WEALTH MANAGEMENT

Fund Selection

We are whole of market and our independence means we have no conflicts of interest when making fund selection

 

Funds IE

 
 
Awards-01  Awards-06  Awards-10  Awards-04  Awards-08
  
Speak with us 
 
 
WHAT SETS US APART

"THE COMPREHENSIVE RANGE OF INVESTMENT SOLUTIONS OFFEERED BY PORTFOLIOMETRIX ENABLES ME TO DELIVER EFFECTIVE AND APPROPRAITE INVESTMENT OUTCOMES, IN ORDER TO MEET A WIDE RANGE OF FINANCIAL PLANNING AND TAX SITUATIONS FACING MY CLIENTS"
 
COLM NOLAN, MANAGING DIRECTOR, WAYPOINT FINANCIAL PLANNING
 
 
pmx-community
 
100% of advisers say that partnering with PortfolioMetrix has led to a better experience for their clients 
 
pmx-professional-engagement   
90% of advisers say that partnering with PortfolioMetrix allows them to spend more time with their clients
 
pmx-strategic-journey   
87% of advisers say that the ability to customise portfolios to exactly match their clients' preferences aids the acceptance of proposals
pmx-shared-ideas-1  
85% of advisers say that PortfolioMetrix systems and controls allow the to better meet their regulatory requirements
 
Speak with us

 

Conexim Advisors Limited (“Conexim”) is authorised and regulated by the Central Bank of Ireland (the “Central Bank”) as an investment firm under the Markets in Financial Instruments Regulations 2017 (the “MiFID Regulations”). PortfolioMetrix Asset Management Limited UK (“PMAM”) provides Conexim with investment advice in relation to certain private investor client portfolios, as permitted under the MiFID Regulations. However, as PMAM is not authorised as an investment firm in the EU / EEA, it does not provide any investment services directly to retail or opt-up professional clients in Ireland.   Conexim remains at all times fully responsible for the implementation or non-implementation of any advice it receives from PMAM.​