Awards shortlisting alert! PortfolioMetrix featured in two categories at the Schroders UK Platform Awards

The Schroders UK Platform Awards 2022 have released their finalists and we are delighted to announce that PortfolioMetrix has been shortlisted for two categories, Leading Independent Planning Tool Provider and Best Use of Platform technology

The awards look to recognise the “very best in technical innovation”.

The Leading Independent Planning Tool Provider shortlisting is recognition for our WealthExplorer™ technology. The judges will decide based on what ‘advisers find the most valuable in supporting their proposition in ensuring that they identify the best client outcome” . We were “highly commended” (second) in this category last year so we hope to go one better in 2022.

The Best Use of Platform Technology short-listing reflects“a partnership that delivers the best project, demonstrating commercially successful use of technology and offering a superior service from a customer perspective and/or business results”.

These two short-listings greatly recognise the benefits our technology delivers for our adviser partners and their clients.

The winners will be announced on September 20th so we'll let you know if we get another addition to our trophy cabinet.