Join a specialist group of wealth managers with best practice portfolio operations.
Financial Simplicity is for wealth management firms that aspire to high standards in terms of delivering a portfolio service to their clients.
We work with wealth management firms to enable them to truly focus on client needs and provide a portfolio service that is personalised for each client.
Our mission is to simultaneously enable financial professionals to build sustainable trust based relationships with clients, and to enable the firms that they represent operate a highly scalable, sustainable, and attractive business proposition.
For firms with a defined portfolio proposition and an active initiative, we license our portfolio service delivery platform to help deliver this with scale and efficiency. For firms that are seeking to develop, research, and determine their portfolio proposition, we provide professional services to help formulate, define and select the key components of your proposition to suit your firms capabilities, area of differentiation, and skills.
Over the years we have developed and finessed a ‘path to success’ process to bring wealth managers the benefits of Financial Simplicity. This process is summarised as: