Partnering with PortfolioMetrix increases business efficiency, leading to deeper client analysis,
well-supported recommendations, and client portfolios that deliver predictable outcomes.
Our investment process is precision-engineered to deliver coherent, risk-separated portfolios that produce dependable and repeatable results over time.
While businesses aim to be efficient and scalable, we believe relationships should be personal and unique. We enjoy each journey and share our successes.
Our WealthExplorer™ technology is the adviser’s Rosetta Stone, seamlessly translating and bringing together the languages of client personality, financial planning and investment management.
Professional financial advice and investment management are complementary professions, which, in combination, provide a compelling value proposition.
We have built rewarding, vibrant communities of independent, like-minded professionals who choose to associate with each other - sharing ideas and challenges.
Our investment track record serves as a validation of our investment process, providing evidence of the merits of careful diversification and the power of specialisation.
We are a partner to independent professional advisers, providing the tools,
technology and investment expertise to help get the job done.
Partnering with PortfolioMetrix has many benefits to advisers, including time efficiency and leading portfolio performance that is compliant.
'The two sides to PortfolioMetrix are their investment expertise and their technology... it's a large part of why the relationship with them is so efficient.'
- Nik Proctor, IFS Family Wealth Advisers