PortfolioMetrix wins two categories at Citywire Adviser Choice Awards 2024

We are excited to announce that PortfolioMetrix has been named the winner in not just one, but two categories at the esteemed Citywire Adviser Choice Awards 2024:

  • Best DFM for London (we’ve now won this for 7 of the last 8 years!)

  • Most Useful Digital Interface (acknowledgement of how good our WealthExplorer technology is)


These awards are very important to us because the winners are solely decided by votes from financial advisers. It is fantastic that so many advisers think so highly of us.

It’s also worth remembering that we were shortlisted in four other categories which is a great testament to the quality and breadth of our offering.

  • Best Reporting

  • Best DFM for East & South East

  • Best DFM for Midlands

  • Best DFM for South West & Wales


The full list of nominees can be found here.