There was much excitement among the PortfolioMetrix team when we heard we’d been shortlisted for two highly prestigious Money Marketing Awards this year.
The nominations are for Best Discretionary Fund Manager and a new award for 2021, Adviser Technology Provider of the Year. Looking at the firms we’re up against, it’s fantastic that our teams are getting recognition in such a high-profile way.
The Awards’ provider categories seek to recognise firms that went above and beyond in helping advisers deliver a first-class financial planning service. They acknowledge excellence from across the market, from platforms and protection to discretionary management, with the aim of rewarding outstanding innovation, service levels and commitment to advisers.
The list of judges reads like a ‘who’s who’ of financial experts, featuring advisers, industry commentators and senior management from provider firms.
Considering 2020 will probably go down in history as one of the most challenging for businesses, being shortlisted for these awards carries extra special meaning.
We’ll know if we’ve won on 29th September but, in the meantime, just being in a small group of firms selected to make the shortlist is enough of an excuse for us to celebrate.
Cheers!
