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 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.