NUDGE™ – PORTFOLIO MANAGED SERVICE FOR FINANCIAL ADVISERS USING DESKTOP BROKER

Financial Simplicity works closely with Desktop Broker to provide an integrated portfolio management, monitoring, alerting and review service for financial advisers called Nudge

The combined experience of Desktop Broker and Nudge brings best of breed capabilities for accountants and advisers to comprehensively advise, manage and account for client’s investment portfolios

For more information about Nudge, read our Frequently Asked Questions

Desktop Related FAQ:

Q) How do I use Nudge with Desktop Broker ?

A) Firstly, sign up for Desktop Broker (Contact Nic Oslear at ) to hold your client portfolios, and provide them with authority to send your client portfolio holdings to Financial Simplicity. Secondly contact Financial Simplicity and we will come and show you how Nudge works on your client portfolios. Simple !

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To view a demonstration of the features of our compliance suite.