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.

What better looks like for

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

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

Investment advisers

Spend less time with spreadsheets and more time with clients by making it easier and faster to review portfolios.
Investment technology platforms

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

What they’re saying

Financial Simplicity are very much a trusted strategic partner to Pershing Limited