We are delighted to announce that PortfolioMetrix has been shortlisted in six categories at the 2023 Citywire Adviser Choice Awards, the most of any provider!
These awards are solely decided by votes from advisers so are a great reflection of the high-quality service we deliver to our adviser partners and their clients. A big thank you to all our adviser partners who voted for us. I am very proud that these shortlistings highlight the breadth of our proposition and the hard work of the whole PortfolioMetrix team.
The six categories we have been shortlisted for are:
- Best DFM (London)
- Best DFM (East and South East)
- Best Availability of Sustainable Investment Strategies
- Best Reporting
- Most Useful Digital Interface
- Best Communications in a Crisis
We find out on 2nd March whether we've won so stay tuned!
In the meantime, if you would like any more information on our investment management process, investment solutions or technology offering, please contact us here.
