Flexible portfolio service delivery infrastructure empowering advisers to support each client’s unique investment needs

Empowering Financial Professionals to provide a Client Centric portfolio service, with scale and compliance.

Financial Simplicity is a Portfolio Service Delivery Infrastructure that works in harmony with your current business environment. We enable wealth management firms to truly focus on client needs and provide a portfolio service that is personalised for each client.

Our mission is to enable financial professionals to build long lasting trust based relationships with clients by removing the product layer of portfolio management and placing the focus on each clients unique set of requirements.  The result is a lower cost, completely  personalised service offering

MANAGED DISCRETIONARY ACCOUNT SERVICES

Improve efficiency and compliance oversight in a fully configurable, non custodial, MDA portfolio management solution

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NON DISCRETIONARY ACCOUNT SERVICES

Provide portfolio management advice to your client in an efficient, compliant, and flexible solution

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Why Financial Simplicity

For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio service solutions to help financial professionals deliver and manage personalized client portfolios with scale allowing them to provide exceptional service while tightly controlling their costs and compliance risks. Our portfolio service delivery infrastructure and our managed services are built around our PROPRIETARY IP and enable us to support our clients with automated portfolio mandate monitoring, and instant 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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