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PortfolioMetrix

How PortfolioMetrix rely on unlimited IT support and technology planning across their South African and UK branches.

01 The challenge

A growing business needed a partner that could grow with it.

As a multinational asset manager working with leading financial advisors in South Africa and the United Kingdom, IT is critical to how PortfolioMetrix operates.

“It’s part of our core proposition. One of our differentiators is that we’re able to customise portfolios a lot more than your average asset manager and we leverage technology for that.”Oscar Reitsma, Head of Technology

Since starting in 2010, PortfolioMetrix has grown fast in both countries, and aims to help its clients and partners grow too. To keep its teams focused on clients, it needed a partner it could trust with day-to-day IT support and infrastructure.

“We had a provider in place, but we didn’t feel like they would be able to assist us in the longer term.”Oscar Reitsma, Head of Technology

Unreliable response times and a lack of transparency meant PortfolioMetrix spent more time managing the partnership than it wanted to.

“We were looking for somebody that could also grow with us as a business.”Oscar Reitsma, Head of Technology
02 The solution

Structured, human support across two countries.

“I like having processes in place, and I felt that Solid Systems were very structured in their approach. I think that was the overwhelming deciding factor.”Oscar Reitsma, Head of Technology

Since moving to Solid Systems, PortfolioMetrix are able to:

  • Rely on unlimited, friendly and human 24/7 IT support
  • Track and trace issues from reporting through to resolution
  • Efficiently maintain their IT infrastructure
  • Effectively support their remote teams
  • Proactively monitor their networks and systems
  • Use world-class email security
  • Reliably outsource their vendor management
“I’ve really enjoyed the people. I always feel like it’s very easy for me to pick up the phone and call… Everybody I’ve dealt with in the organisation has been super helpful…”Oscar Reitsma, Head of Technology
“We have a single point of contact, which we didn’t have previously. Everybody’s always aware where things are in the process.”
OOscar ReitsmaHead of Technology, PortfolioMetrix
The results

One process, two countries, measured.

85Microsoft 365 incidents proactively detected
4projects successfully implemented
80staff members and their devices actively managed and supported
6 minaverage time for tickets to be triaged
100%DMARC compliance across 3 email domains
Services delivered

What we put in place.

Managing IT in-house can be costly and pull focus from the core business. Partnering with an external IT company keeps you on the latest technology and best support practice.

Managed IT Services

An external partner looks after all things digital, so the business can focus on running the company.

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Cloud Backup

Secure, encrypted backup that scales with your storage needs.

Project management

Turning technology plans into action, from planning through to delivery.

Vendor management

Overseeing third-party technology providers for cost-effective, high-quality service.

Proactive Microsoft 365 security

Microsoft Defender tailored for endpoint protection, detection and response.

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SendMarc email protection

DMARC, DKIM and SPF that stop attackers impersonating your email domains.

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Free, no-obligation discovery call

Want results like these?

From strategic improvements to daily IT support, Solid Unlimited and Solid Select help you improve productivity and strengthen security.

CJ from the Solid Systems team, smiling in a Solid polo shirt