The global specialist in empowering wealth businesses to deliver tailored, client centric investment portfolio propositions at scale.

Providing peace of mind, efficiency and management oversight for over $30b of clients’ portfolios is all we do. If you are managing client portfolios & it’s taking too long to do portfolio reviews, you’ve come to the right place.

A digital framework for portfolio managers

We are the only specialist digital platform that delivers a framework of scalable, repeatable processes to portfolio managers so that they can offer their specific tailored, client centric investment portfolio propositions with scale and management oversight.  It’s all we do.

Configurable for your businesses specific investment proposition

Synthesising portfolio theory & investor nuances, we combine world class mathematics with deep business, human & industry acumen to allow you to manage, review and implement your specific investment propositions.

Enabling mass discretionary servicing of clients

We drastically reduce the time it takes to monitor & review personalised or bulk portfolios and bring repeatability, consistency and increased rigour to a new era of portfolio management processes.

Private Wealth Managers

There is no ‘one-size-fits-all’ when it comes to portfolio management. We have the capability and flexibility to take your unique process and configure it into our digital platform.

If you are a Private Wealth Manager looking to grow your business or reduce your reliance on manual processes, Financial Simplicity is the only specialist digital platform for portfolio managers that delivers repeatable processes for tailored, client centric investment portfolio services with scale and management oversight. 

Unlike spreadsheets, you get the benefits of industrial scale without compromising the ability to accommodate each individual client scenario and you won’t spend wasted hours correcting formulas and reviewing client portfolios one by one.

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Financial Advisers

Spend less time with spreadsheets and more time with clients by making it easier and faster to review portfolios.

We work with financial advisory businesses who want to offer increasingly investor centric investment solutions to build relevant and sustainable interactions with their clients.

Our solutions allow you to spend more time on high value activities; leaving your client at the center of your processes and removing manual calculations and compliance pitfalls. If you’re tired of losing valuable time wrestling spreadsheets to complete portfolio reviews and generate RoA’s, we can show you a better way.

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Portfolio Managers

For portfolio managers who want to explore every opportunity for service & performance improvements, Financial Simplicity can reduce the time it takes to implement tailored or bulk portfolio decisions at large volumes to bring repeatability, consistency and increased rigour to your portfolio management processes.

As the only specialist digital platform that delivers repeatable processes for tailored or volume driven portfolio services, we enable visualisation and systemisation of the processes that reflect your unique investment approach. We do it with scale and management oversight – at the click of a button.

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Stockbrokers

Delivering client centric portfolio solutions without the performance drag from the frictions and lags associated with taking your investment decisions from great idea to client experience.
We work with brokers who understand that a portfolio service operating model based on personalisation without scalability limits their ability to grow and deliver consistently excellent client outcomes.

Rather than portfolio reviews involving multiple steps across multiple systems we enable you to have a single process that results superior client servicing and client outcomes by making it easier and faster to review portfolios.

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Ready to see what the new world of portfolio reviews looks like?

Don’t ask for a demo, ask to see how your investment processes can be applied to your data to review all your portfolios in seconds.

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Contact us

If you would like to find out more about what we can offer or would like to  organise a zoom call, please get in touch.

Get in touch

Australia:

1300 363 053 or +61 2 8231 6654

UK Phone

+44 203 966 0886

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