Financial Simplicity – Industry Discussion

Financial Simplicity - every currency

Participate in a collaborative industry discussion about some very real challenges facing wealth management firms today


Topics will include:

  • What is a “Client Best Interest Standard”…..and can I meet it?
  • When a product is sold to an investor, how much should that investor expect to pay you…..for someone else’s product?
  • When any financial product is manufactured, whose interests are served first?
  • Are you a professional product seller, or a financial adviser……more importantly, which one survives?

Why Financial Simplicity

For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio management solutions to help financial professionals to serve more clients, and to provide exceptional service while tightly controlling their costs and risks. Our portfolio intelligence systems and our managed services are built around our PROPRIETARY IP and enable us to support our clients with automated portfolio mandate monitoring, and robotic decision support – to help financial professionals to GROW and MANAGE their investment business EFFICIENTLY; and automated portfolio policy compliance – to help wealth management firms PROTECT their investment businesses