Be careful what you ask for…

Go to the profile of PortfolioMetrix
Oct 16, 2019

One of my key reasons for joining PortfolioMetrix was the great feedback on them from their adviser partners. However, the team had never tried to quantify the positive impact of working with PortfolioMetrix, either for the end-client or for advisers. Now I’m part of the team, I decided to get into the details.

Last month we asked 52 business owners at our longstanding adviser firms to take part in a short survey. Over three quarters of them responded and the results were amazing!

Here are some of the highlights of what we learned:

Nine out of 10 respondents said that partnering with PortfolioMetrix had:

  • led to a better experience for their clients
  • allowed them to spend more time with their clients
  • enabled them to use the same investment process regardless of the size of the client’s investible assets

More than three quarters of respondents said:

  • using WealthExplorer™ to walk through the various investment options helped coach their clients through the trade-offs of portfolio construction
  • the ability to customise the portfolio to exactly match their client's preferences aided the client’s acceptance of their proposal
  • partnering with PortfolioMetrix has allowed them to offer a Capital Gains Tax harvesting service to more of their clients
  • the PortfolioMetrix systems and risk controls enable them to better meet all their regulatory requirements

The survey also showed that, on average, advisers who responded:

  • recoup 28% of their time as a result of partnering with PortfolioMetrix
  • experience a 32% efficiency gain when using WealthExplorer™ for their entire client offering and were 29% quicker on proposal writing and annual review preparation
  • found partnering with PortfolioMetrix allows them to cover 27% more clients
  • said their business revenues had grown by 26% since partnering with PortfolioMetrix 

We were delighted with the results and are very grateful to our partners for this huge vote of confidence. However, we don’t like to rest on our laurels. The survey gives us some great pointers on where we can improve so we’ll be striving to make those scores even better in the months ahead.

Overall though, it shows that what we are doing makes a real difference to both our adviser partners and their end-clients. And that’s exactly why PortfolioMetrix was founded almost ten years ago.

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Go to the profile of PortfolioMetrix


PortfolioMetrix are a multi-award winning, innovative investment manager that provides independent financial advisers with an alternative way to access discretionary investment management for their clients. Our proposition comes at a competitive price and doesn’t compromise the adviser/client relationship. The London winner of the Citywire Wealth Manager Regional Stars award for two consecutive years, voted the WM Small Business of the year, in association with ARC 2018 and, in 2019, have received the accolade of PA Discretionary Manager of the Year. Our proposition offers the convenience of online model portfolios yet delivers customised portfolios, tailored to individual client requirements. Investment performance has demonstrated consistent and reliable risk and return separation of portfolios that doesn’t undermine the financial planning process. This is achieved through our academically-robust, risk-based investment approach. WealthExplorer™ is integral to the PortfolioMetrix customised service. A proprietary owned and designed software system, WealthExplorer™, is purpose built to equip advisers with a broad range of tools designed to deliver unique client insights that add value to the adviser/client relationship and ultimately delivers better client outcomes, when utilised by financial advisers.

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