Provider of the Year! PortfolioMetrix shortlisted at Money Marketing Awards
By Ben Peele - July 13, 2023
Money Marketing revealed its shortlists for its 2023 Awards, and we’re very delighted to announce we are in the running for the Provider of the Year title. Click here for full details.
The Money Marketing Awards celebrate the top advisors and providers within the industry. These prestigious accolades are not handed out easily. A series of rigorous shortlisting rounds take place, followed by careful examination by the judges, who ultimately determine the winners.
We have to wait until 21st September to find out if we’ve won but, in the meantime, we’re delighted that the shortlisting reflects the hard work the team puts in every day to stand out against our many peers.
PortfolioMetrix is a global investment manager operating in the United Kingdom, South Africa, and Ireland. We support independent advisers to scale sustainably without compromising the quality of advice they provide to their clients.
Our risk-based investment process ensures carefully calibrated portfolios that deliver predictable outcomes specific to each investor. See how we partner with advisers.
Our technology, WealthExplorer™ allows the adviser to extract the synergies between financial advice and investment management, providing deeper client insights and more robust recommendations.