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.”

Related News

SimCorp launches new machine learning initiative with start-up, Alkymi

SimCorp targets institutional investment challenges with new machine learning initiative, in partnership with Alkymi.

Read more »

Washington Trust Bank Expands Partnership to Baker Hill NextGen

Baker Hill, the leading financial technology provider in delivering solutions for common loan origination, risk and relationship management, CECL, and smart data analytics,... Read more »

Digital proxy voting to bring greater transparency, efficiency to Australian AGMs in 2020

Digital proxy voting by institutional investors is expected to become a bigger focus at Annual General Meetings in 2020 after the successful deployment in Australia of Citi’s... Read more »

FNZ has secured investment from Temasek

FNZ, the global platform-as-a-service provider, has secured an investment from Temasek, a global investment company headquartered in Singapore.

FNZ, which specialises in... Read more »

Investors aged 28-37 years invest in long-term loans most often

Analysts of the P2P platform Robo.cash have studied the profile of its users investing in long-term loans... Read more »

Finastra strengthens its position in Israel with new office opening

Finastra is investing further in Israel with a new office in Kfar Saba, just outside Tel Aviv. The office, which is home... Read more »

Magazine
ALL
Free Newsletter Sign-up
+44 (0) 208 819 32 53 +44 (0) 173 261 71 47
Download Our Mobile App
Financial It Youtube channel