A world class portfolio service delivery technology platform designed for global wealth management

Empowering Financial Professionals to provide a client centric portfolio service, with scale and compliance.

Financial Simplicity provides a web based and hosted Portfolio Service Delivery technology platform that works in harmony with your current business environment. The technology platform enables wealth management firms to truly focus on client needs and provide a portfolio service that is personalised for each client.

Our portfolio service delivery platform comprises:

  • An open architecture and data aggregation environment to source your client asset positions from your chosen investment platforms or systems
  • A roles based user permissioning system to support enterprise accesses for your business
  • A portfolio data infrastructure that accommodates any asset class , any currency and any tax wrapper to suit your choice of business partners and propositions
  • Personalised portfolio mandate definition
  • Portfolio monitoring for all client portfolios
  • Workflows for advisory servicing of clients
  • Workflows for the mass discretionary servicing of clients

SUPPORTING

Managed Discretionary Account Business Models

Improve efficiency and compliance oversight in a fully configurable, non custodial, MDA portfolio management solution.

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SUPPORTING

Non Discretionary Account Business Models

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

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