PortfolioMetrix Teams Up with Alliance Trust Savings Adviser Platform

PortfolioMetrix Teams Up with Alliance Trust Savings Adviser Platform
20.05.2016 11:15 am

PortfolioMetrix Teams Up with Alliance Trust Savings Adviser Platform

Investment Management

PortfolioMetrix, the next-generation discretionary investment management firm, has partnered with the Alliance Trust Savings (ATS) adviser platform.

Launched this month (May 2016) advisers using the ATS platform have access to a range of PortfolioMetrix portfolios, designed to deliver reliable risk and return separation of portfolios, achieved through an academically-robust, risk-based investment approach.

The PortfolioMetrix proposition is different to most DFMs and model portfolio providers because it puts advisers at the centre of the investment relationship with their clients, allows for a deeper client analysis, de-risks their business and enhances productivity via improving efficiency.

Dave Chessell, UK Distribution Director comments: “We aim to provide a compliance-focused, cost-effective and cost-efficient investment service that delivers what it promises. The ATS platform also has a strong emphasis on overall value, offering low cost, flexible charging and access to a wide range of carefully selected funds. This is why it’s the perfect partner for PortfolioMetrix.”

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