"PortfolioMetrix developed the WealthExplorer™ software platform to help advisers’ scale their business and free up valuable time, while offering features that help build trust with clients”.
Oscar Reitsma | Head of Technology
This fully-integrated, risk-calibrated tool provides the adviser with rich insights into multiple dimensions of a client’s financial personality and willingness to take risk, while serving as a powerful client engagement tool.
Our portfolio construction module allows the adviser to align client needs, circumstances and preferences with an appropriate investment portfolio.
Our cash flow module allows the adviser to model a client’s financial circumstances and ability to take risk, providing decision-support into key choices and how they impact financial projections.
WealthExplorer™ provides the ability to efficiently produce tailor-made, white labelled reports that offer a professional, competitive edge.
For individual investment accounts, WealthExplorer™ allows us to process mandates, monitor holdings and instruct rebalances on platforms to keep portfolios aligned with their mandates.
WealthExplorer™ provides powerful portfolio and performance reporting, which, along with relevant market commentary, makes for streamlined and consistent client reviews.
Our WealthExplorer™ software platform provides the adviser with the tools to ensure that the portfolios we manage fully incorporate clients’ needs, preferences and financial circumstances.
At PortfolioMetrix, we have a dedicated Partner Relationship Services team to complement our market-leading technology.
"It is very accurate.. It is a really useful tool to facilitate a good discussion about risk and return with the client."
- Nicola Watts, Jane Smith Financial