How do you know whether Financial Simplicity is for you ?

We often get asked what the ideal client for Financial Simplicity looks like ? The answer is quite straightforward; our value proposition optimally services firms who: Service their clients with investment portfolios, often including listed securities, and prefer to have this process managed in-house Have a foundation of packaged investment research using model portfolios (or mixes [...]

By | August 23rd, 2019|Uncategorized|0 Comments

The Multiple Benefits of Automated Portfolio Management

A lot of people ask us why Financial Simplicity’s entirely automated and personalised portfolio modelling process is something to sing about. Well the answer lies in the simultaneous benefits that this gives our clients in: Creating value for their clients – by enabling firms to create repeatable and rules based experiences around clients to address a [...]

By | August 16th, 2019|Uncategorized|0 Comments