PortfolioMetrix
HQ Address
Ground Floor, 66 Buckingham Gate, London, SW1E 6AU, United Kingdom
Website Address
Business introduction
Linking Precision Investment Management To Expert Financial Advice
Investment Management, Support Technology, Global Operations
PortfolioMetrix was founded in 2010 with the intention of providing financial advisers with a real alternative to their central investment proposition. Our team consists of handpicked, highly qualified, internationally recognised staff to best support the entire advice journey.
Independently endorsed. Industry leading partnerships
PortfolioMetrix is a high energy, results-driven global investment management business founded in 2010 with offices in London, Dublin, Johannesburg, Cape Town and California.
In 2013, we launched in the UK, providing financial advisers with a unique proposition that combines investment management and technology, delivering a scalable, consistent and repeatable process.
PortfolioMetrix Solutions
WealthExplorer
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 ...
