Twice as nice! PortfolioMetrix shortlisted again at Money Marketing Awards

Money Marketing has released the shortlist for their 2022 Awards, and we’re very excited to announce we are in the running for two highly prestigious categories.

The nominations are for Best Discretionary Fund Manager and Adviser Technology Provider of the Year. Click here for full details.

These categories seek to recognise firms that go above and beyond in helping advisers deliver a first-class financial planning service. They acknowledge excellence from across the market, with the aim of recognising outstanding innovation, service levels and commitment to advisers.

We have to wait until 29th 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.