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Technology as your multiplier Gain the Edge

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One Common Language of Risk

A Unifying Framework Translating Behavioural, Investment, and Accounting Risks into a Common Language

WealthExplorer™ is PMX’s original, award-winning technology that revolutionises…

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PMX Edge™ is a powerful, user-friendly portfolio visualisation tool…

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Financial
Personality
Assessment

Our globally acclaimed Risk Profile Assessment, voted the best risk profiling…

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Contact our team to see how Technology can act as a Multiplier for your Competitive Edge

Advisers value PMX technology for integrating seamlessly into their business, improving efficiency, and elevating the client experience. PMX technology helps advisers communicate clearly, supports their advice processes, and reflects the professionalism of their proposition.

“Partnering with PMX for our CIP has gone as well as I could have hoped, and your WealthExplorer™ technology really is very good.”

Jason Becker |Blossom Financial

“Portfoliometrix’s technology has enhanced our efficiency and elevated the client experience.”

Sunél Veldtman|Foundation Family Wealth

“The technology based approach of PortfolioMetrix fits exactly with the way I run my business and gives my clients a fuller understanding of what is happening with their investments.”

Eamon Porter|Aspire Wealth Management

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