PortfolioMetrix

PortfolioMetrix is a startup. Brouky classifies it under Finance & Blockchain.

PortfolioMetrix is an award-winning discretionary fund manager (DFM) that builds and manages multi-asset funds and risk-rated model portfolios for financial advisers. It offers a range of portfolios (including a Global Passive range) and an 'Insourcing' service that creates bespoke, adviser-branded model portfolios, with some models structured to carry a 0% DFM fee by using its funds as building blocks.