Better wealth management business propositions compliance revenues productivity

Put simply, Financial Simplicity’s systems, technologies and techniques empower the wealth and investment management industry to deliver better investment propositions with better business operational performance.

Our precise methods and technologies help wealth and investment managers deliver fully personalized client centric portfolio management 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. We help them offer investment propositions that minimise or erradicate approximations, costs, mis-alignment and inefficiencies in the investor experience.

We work with clients to finesse a vision for their business, establish the business case and then provide a combination of our heavily researched and proven machine learnt algorithmic IP, portfolio management and control systems, and professional skills to help them realise the benefits.

What they’re saying

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


We have been using Financial Simplicity for a really long time and can’t think of going back to the old ways of rebalancing portfolios. The bulk rebalancing of portfolios has been made really easy by Financial Simplicity.

Cameron Harrison

Financial Simplicity has come a long way in terms of efficiency and how we can bulk rebalance the portfolios to align with our core models

Boag Financial

Financial Simplicity has been critical to the scalable and efficient growth in our business to date, and will continue to be so as we pursue ambitous goals. Stuart is an innovative thinker in a dynamic part of the financial services market, and someone whose opinions and outlook I value highly.


Financial Simplicity have shown themselves to be extremely competent, very professional, and also importantly very aware of the needs of our business and our clients


Financial Simplicity are the only provider who have demonstrated that their technology can meet the demanding needs we have in servicing our demanding clients, that of helping us deliver highly personalised portfolio management at scale


We’ve seen a noticeable efficiency in portfolio rebalancing since integrating Financial Simplicity into our workflow. It's reliable, user-friendly, and delivers results

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

Financial Simplicity empowers 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 and portfolio managers
  • 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.

Model Portfolio Managers

Bring efficiency, process and scale to enterprise workflows from investment research through to generation of model portfolios to send to platforms.
Investment advisers

Stockbrokers and 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 platforms and software providers

For businesses with desktop applications for wealth and investment managers, we license our algorithmic IP and a toolkit of capabilities to extend their proposition to bring fully personalized portfolio management into existing infrastructure.

We work with some great clients

How investing is evolving

A Podcast with Stuart Holdsworth