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PORTFOLIO MANAGEMENT FOR CLASS USERS

Our portfolio management solutions help you protect, grow and manage your businesses.  Financial Simpicity helps you to achieve oversight, efficiency and scale in the delivery of personalised portfolio advice to your client portfolios on Class.

We specifically provide a system that feeds data from Class to assist with portfolio rebalancing, asset allocation, personalised portfolio management and managed accounts.

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Financial Simplicity has developed a strong relationship with Class, and makes use of Class’ web based API and Single Sign On interfaces to make Financial Simplicity an easy add on to Class systems.

By using Financial Simplicity, you can grow your business by enabling advisers with a way to offer personalised investment portfolio propositions. In doing so, this helps them underpin their professional standing, bring pro-activity to improve client servicing levels, ensuring consistent experience across all clients. Without compromise, this can be achieved in a way that reduces operational effort also by being able to perform personalised portfolio reviews at the click of a button. Modular in design, our portfolio management software adapts to the way you run your investment portfolio proposition.

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Your choice of how you engage with your clients, whether advisory or discretionary portfolio management.

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Your choice of investment platforms, custodians or record keeping systems, with data fed directly from Class into Financial Simplicity. You can also load data from other sources also if desired.

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Your choice of investments for your clients in any currency, whether stocks, shares, bonds, funds, ETFs, unlisted assets or just anything you can put a price on.

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Request A Webinar To See How To Extend Class with Financial Simplicity

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