WHY FINANCIAL SIMPLICITY
We believe that the wealth management industry is undergoing significant change and that firms have a decision whether to lead with a new era of highly efficient client centric investment propositions, or face decline or loss of relevance.
For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio service delivery solutions to help financial professionals to serve more clients, and to provide exceptional service while tightly controlling their costs and risks
Our portfolio service delivery 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
- Automated portfolio policy compliance – to help wealth management firms PROTECT their investment businesses
Our innovative solutions help our client businesses to serve all their clients like their best clients