Our adviser tool WealthExplorer™ is the mechanism that exactly links the financial adviser's internal processes to precision investment management. We are happy to see our technology gain recognition once again within the industry, especially as advisers vote for this award.
If you would like more information about how we use our technology to deliver better outcomes for clients and efficiency gains for advisers, click here to learn more.
You can also watch this testimonial video from PortfolioMetrix adviser partners about how WealthExplorer™ has been beneficial to how they operate.
It's also worth noting that we were shortlisted in five other categories. Although we didn't win them, we are still delighted with the breadth of recognition we receive for our proposition.
Best DFM - London
Best DFM - East and South East
Best Availability of Sustainable Investment Strategies