PortfolioMetrix shortlisted x3 in Professional Adviser Awards


Smiles all around in the PortfolioMetrix office due to receiving widespread recognition for our proposition, solutions and people at the Professional Adviser Awards 2023. Now in their 18th year, these awards are voted for by an independent panel of industry experts. Click here for more details.

We are excited to announce that we have been shortlisted in three categories:

  • Best DFM
  • Best Client Engagement
  • Best Risk Profiler

We won 2 of these categories in 2022 so we are hoping to defend our title when the results get announced on 25th April. Whatever happens, we're thrilled with the ongoing recognition for the hard work that the PortfolioMetrix team does every day for our adviser partners and their clients.

If you would like to hear more about our investment management solutions and technology, including our risk profiler, please contact us here