PortfolioMetrix is a global investment management and technology partner to financial professionals, with a focus on high-performing advisers and specialist multi-managers. We achieve consistent, market-leading investment outcomes through our precision-engineered portfolios, flexibly offering a wide range of products and services.

Financial advisers benefit from our ability to customise portfolios and from our proprietary WealthExplorer technology, which enhances adviser effectiveness, business efficiency and the client journey.

PortfolioMetrix manages more than R85bn, and employs 65 people in offices in London, Johannesburg, Dublin and Cape Town.

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