Better wealth management business propositions compliance revenues productivity
Put simply, Financial Simplicity enables wealth management businesses to leverage our proprietary portfolio management and control systems to deliver better investment propositions with better business operational performance.
We help wealth and investment managers achieve better experiences and business through the provision of a specialist digital platform. The portfolio management and control systems in our platform allow our clients to deliver their investment propositions on a fully personalised basis at scale. We believe this lies at the core of what these groups need to achieve in order to maintain their business and grow within acceptable risk parameters.
How do we do this? We combine an award-winning platform, machine learnt algorithmic IP, and the skills to help wealth management firms understand the business improvement opportunities, and then teach them how to deploy these techniques within their business.
Wealth management businesses
Financial Simplicity improves the quality, profitability, and valuation of wealth management businesses.
- Better client centric investment proposition
- Better client portfolio mandate definitions
- Better operational efficiency to scale
- Better use of resources
- Better identity, positioning and culture
- Better compliance records
What is a better
Investment experience
With our digital platform, we empower wealth managers to deliver a better investment experience so that all clients can receive the same level of service as the best client.
- Better fully personalised service
- Better informed advisers
- Better use of research
- Better investment proposition
Sign up if you are ready to make your wealth management business better
We offer a range of complimentary services to help firms achieve the optimal benefits of using Financial Simplicity
Private investment management
Achieve new levels of operational efficiency without compromising client service.
Stock brokers
Efficiently and safely deliver client centric portfolio solutions without the performance drag.
Investment advisers
Spend less time with spreadsheets and more time with clients by making it easier and faster to review portfolios.
Investment technology platforms
Our proven algorithmic capabilities are at the whim of the imagination of our clients portfolio based propositions.
We work with some great clients
How investing is evolving
A Podcast with Stuart Holdsworth
Episode 9 – The Reality of Portfolio Operations At Scale
Listen nowHave you ever wondered what the difference is between the investment operations of running big funds vs running investment portfolios for 100,000+ of different clients?
Episode 8 – Guiding Techniques
Listen nowIn this episode Stuart sits down Paul Feeney, founder of Otivo where they discuss the evolving process of financial advice, financial coaching and the personal financial journey.
Episode 7 – Turning the Tables
Listen nowStuart shares his perspective gained over the past 30 years on the evolution of society and the wealth management industry, and why the recognition of individual customer value is so important for professional investment firms.
Episode 6 – From Alpha to Alignment with Andrew Doherty
Listen nowIn this episode of How Investing is Evolving Stuart sits down with Andrew Doherty of AssureInvest who shares how investment consultants can boost the capabilities of investment advisory firms.
Episode 5 – Tomorrow’s Super with Wes Hall
Listen nowOn this episode of How Investing Is Evolving, Stuart sits down with Wes Hall, founder, and CEO of TOMORROW Super to discuss the evolution of retirement savings in Australia.
Episode 4 – Going Independent with David Leon
Listen nowIf you want insights from someone who is now navigating the business of investment advice independently, this episode is for you.
Episode 3 – The Human Side of Supporting On-Line Investing with Arnie Selvarajah
Listen nowOn this episode of How Investing is Evolving Stuart sits down with Arnie Selvarajah the CEO of Bell Direct to discuss online broking.
Episode 2 – What is Value in the Eyes of The Consumer with Jonathan Coles
Listen nowOne of the things that is very common when putting together investment propositions is the definition of value in an industry that delivers a lot of intangibles
Episode 1 – From Product Distribution to Customer Success with Rich Arnold
Listen nowStuarts first guest is the exceptionally informative Rich Arnold. Rich brings 40 years strategic, corporate and M&A experience in the wealth management industry.
Welcome to How Investing is Evolving podcast
Listen nowThis podcast is for anyone who is responsible for investment propositions, or those who are seeking to formulate and articulate the value of an investment proposition to their clients and business stakeholders.