Solution introduction
Empowering advisers to focus on what matters most
PMX empowers you with the portfolio solutions, tools and support to strengthen your investment proposition — freeing you to focus on delivering exceptional client outcomes
Inconsistent performance erodes client confidence, disrupts financial plans and stunts business growth - while adding regulatory risk.
Success starts with consistent, market-leading investment outcomes, with the option to use technology to seamlessly integrate with your advice process.
PMX provides the bridge between investment management, financial planning, and behavioural risk, enhancing both adviser effectiveness and client experience.
