PortfolioMetrix

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The Challenge

As a multinational asset manager working with the top niche of financial advisors in South Africa and the United Kingdom, IT is critical to the operations of PortfolioMetrix. “It’s part of our core proposition”, explains Head of Technology, Oscar Reitsma. “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.”

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.

“We’ve got in-house software development capability where we’ve designed systems for our financial advisors that allow them to use our asset management process and also benefit from the tools that we can develop for them on their behalf. Even if it’s not directly related to our asset management process,” Oscar explains. To ensure that the teams’ full focus is dedicated to their clients, when it comes to IT support and infrastructure, PortfolioMetrix needs a partner that they can trust to take care of the day-to-day running of the business.

“We had a provider in place,” says Oscar, “but we didn’t feel like they would be able to assist us in the longer term.” Between unreliable response times and a lack of transparency in their processes, PortfolioMetrix was finding themselves spending more time than they would have liked in managing their partnership. ”We were looking for somebody that could also grow with us as a business.”

What Sets Solid Systems Apart?

PortfolioMetrix found Solid Systems the way that most businesses would. “It was part of a research methodology that we put together,” Oscar explains. “We browsed the web, did some Google and LinkedIn searches, that kind of thing, and identified three or four potential partners to interview.

“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. There are synergies in the way that we think, and they leverage their process to make things efficient.”Outsourcing IT support provides cost savings, greater efficiency, and access to expert knowledge, ensuring systems remain secure, up to date, and well-managed.


Services Delivered

Managed IT
Services

Cloud Backup

Project Management

Vendor Management

Proactive Microsoft
365 Security

SendMarc
Email Protection

Outcomes

“We now have a consistent process not only for South Africa but for our UK environment as well which is important to me,” Oscar explains. “We have a single point of contact, which we didn’t have previously. Everybody’s always aware where things are in the process. Which just takes that burden of stress off of, not only myself, but the individuals that work with us. When they’ve got an issue, they’re confident that it is going to get resolved and that somebody is dealing with it.”

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.”

  • 85 Microsoft 365 incidents proactively detected
  • 4 Projects successfully implemented
  • 80 Staff members and their devices actively managed & supported
  • 6 Minutes on average for tickets to be triaged
  • 100% DMARC compliance across 3 email domains

The Solid Systems Process

Cloud Focused

As a fully cloud-integrated business, Touchsides needs a technology partner who can help them optimise their cloud services, and Solid Systems’ focus on Microsoft’s solutions makes us the perfect fit.

Deed Understanding

One of the first steps that we take when partnering with a business is to understand their unique needs and goals. Our Solid Systems Review is the foundation for building that understanding and relationship.

Human Support

Whether it’s remote support that’s available whenever you need it most, or onsite client focus sessions that see you meeting our Microsoft certified IT Pros in person, our IT support is human through and through.

They are loving Solid

See why dozens of companies are choosing Solid for their Cyber Security & Managed IT needs

With an ever-changing IT ecosystem, you need to balance innovation with stability.
Solid Systems fills a much-needed role in our organisation to ensure we are up to date with the latest technology, while still ensuring our systems are reliable and consistent.”

Solid Systems brings a personal touch to a very impersonal field.
They are accessible and able to troubleshoot issues by using their in-house expertise and having access to the relevant resources where required. Their systems allow us to have confidence in correctly addressing any IT concerns and ensuring any projects or tickets are followed through all their way to satisfactory conclusion.”

Using Solid Systems has been a game-changer for us.
Since implementing SOLID’s solutions, productivity and efficiency have been through the roof.”

You’ve been delivering excellent service to our company for a while now and your swift response to our tickets reflects your willingness to improve service delivery through these difficult times. Your excellent turnaround time has allowed us to continue with our work faster, thereby improving our service levels.”

Your team is always very friendly, trying to assist with each problem we might have. They are an asset to your company!”

Solid Systems is an important part of our business, and we consider them a partner in the success of our operations. Our business is highly diversified with multiple businesses in various outlying regions, and Solid Systems uses its technology and staff to bridge the knowledge and geographical gaps, to ensure our business is adequately supported to achieve success.”

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