Enabling wealth management firms to achieve sustainable market leadership without compromise

We do this by enhancing one, more or all of the following:

  • Value creation for their investing clients – we do this by helping wealth management firms deliver investment portfolio services to their clients that can be customised to each and every investor, adviser and firm.

  • Value creation for their business – we do this by helping our
    clients implement repeatable workflow processes as a business platform to
    power client centric propositions with scale.

  • Business risk and compliance management – we do this by providing
    structured management oversight for ongoing portfolio monitoring and
    alerting to those responsible for these functions.

Who are we?

Financial Simplicity is a specialist boutique wealth management technology and services firm that provides a portfolio service delivery infrastructure that works in harmony with our clients 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 firm’s capabilities, area of differentiation and skills.

Our Products

Our product is a portfolio service delivery technology platform designed for investment professionals to pro-actively service their clients.

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Our Services

We offer a range of professional services to help firms optimise their value creation and risk management activities.

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