INTELLIGENT AGENTS FOR INVESTMENT PROFESSIONALS

 

Financial Simplicity provides trained digital assistants to enable investment professionals to SCALE their business dramatically and efficiently, enabling them to deliver HIGH VALUE to their clients while maintaining strict COMPLIANCE with individual customer mandates, firm policies and regulatory requirements

MEET TAYLOR, THE INTELLIGENT AGENT FOR INVESTMENT ADVISERS

Individual wealth managers can now build and maintain more PERSONAL RELATIONSHIPS and structure CUSTOMIZED INVESTMENT PROGRAMS for each of their clients.Taylor serves as the adviser’s digital assistant, handling all the jobs associated with ensuring that each of the client portfolios remain in STRICT COMPLIANCE with each program and all its associated rules.

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MEET NUDGE, THE MANAGED SERVICE FOR FINANCIAL ADVISERS

Nudge is a managed service operated by Financial Simplicity – that includes the establishment, configuration (“training”) and management of Taylor for financial advisers.
Nudge provides a real-time portfolio compliance monitoring and decision support service to present financial advisers with alerts, prepare all relevant advice documents and, once approved, to create a trade blotter for entry of desired portfolio adjustments into the adviser’s trading systems.

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Why Financial Simplicity

For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio management solutions to help financial professionals to serve more clients, and to provide exceptional service while tightly controlling their costs and risks. Our portfolio intelligence systems and our managed services are built around our PROPRIETARY IP and enable us to support our clients with automated portfolio mandate monitoring, and robotic decision support – to help financial professionals to GROW and MANAGE their investment business EFFICIENTLY; and automated portfolio policy compliance – to help wealth management firms PROTECT their investment businesses

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