Since PortfolioMetrix started in 2010, they’ve grown exponentially in both countries, and their aim is not only to continue their own growth and increase their asset base, but to facilitate growth in their clients’ and partners’ companies as well.
The foundation of your Solid experience. We introduce your teams to the systems and processes that we use, providing training and improving adoption throughout your business.
The best way to ensure that we are adding as much value to your business as possible is to form a plan for implementing technologies, and making the best use of those that you already have.
Once we start putting technologies and IT support in place for your business, you’ll start noticing the difference almost straight away, as you rest assured that your support is in great hands.
“The major thing was just training staff on how to engage with Solid,” Oscar continues. “And I didn’t even really need to formalise it, it happened quite naturally. When we when we did transition, I wanted to have a handle on all the issues that were being raised with Solid, so I could monitor how they were being approached and monitor their initial service levels. So most of it ran through me. But it was very easy to transition that away from myself, which is really good.”
Since moving to Solid Systems, PortfolioMetrix are able to:
But Oscar’s favourite aspect of working with Solid Systems? “I’ve really enjoyed the people. I always feel like it’s very easy for me to pick up the phone and call, whether it be from a technical level from a relationship level. Everybody I’ve dealt with in the organisation has been super helpful and they’ always go the extra mile.”