SUPPORTING

NON DISCRETIONARY ACCOUNT BUSINESS MODELS

Provide portfolio management advice to your client in an efficient, compliant, and flexible solution

Financial Simplicity - Advise

Advise

Financial Simplicity - Manage

Manage

Financial Simplicity - Monitor

Monitor

Financial Simplicity - ROA - Record of Advice

ROA

Financial Simplicity - Order Creation

Order Creation

Our portfolio management solution helps wealth advisory firms protect their businesses by being to achieve management of investor portfolios in a personalised way, with scale.

Deliver personalised advise with the ability to create unique client portfolios designed to consider the specific requirements, preferences, and constraints a client may have.

ROA

Instantly create a customised Record of Advice (ROA) document for your client to ensure compliance.

Customised Portfolios

Provide your clients a truly tailored portfolio management and monitoring service. All portfolios have an overlay of completely specific client rules, preferences and constraints.

Compliance

Your clients portfolios are continuously and comprehensively tracked to their unique mandate. All portfolio actions are in line with a client best interest standard.

Request A Webinar

To view a demonstration of the features, contact us at or 1300 363 053.