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

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

Financial Simplicity is a Portfolio Management Infrastructure that works in harmony with your current business environment. We enable wealth management firms to outsource the complexity of portfolio management allowing them to focus on servicing the client.

Our mission is to enable financial professionals to service clients to their very personalised needs by enabling them to construct and manage unique client portfolios across any asset class, any currency and any tax structure.

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 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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