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WealthExplorer

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https://www.portfoliometrix.com/

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Solution introduction

WealthExplorer™ is a software package purpose built by PortfolioMetrix that integrates:

  • Client suitability tools (willingness & ability to take risk)
  • A portfolio construction approach that avoids shoe-horning clients into model portfolios
  • Practice efficiency tools such as white-labelled proposal and review documents
  • Execution and client reporting

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