A digital framework for portfolio managers
We are the only specialist digital platform that delivers a framework of scalable, repeatable processes to portfolio managers so that they can offer their specific tailored, client centric investment portfolio propositions with scale and management oversight. It’s all we do.
Configurable for your businesses specific investment proposition
Synthesising portfolio theory & investor nuances, we combine world class mathematics with deep business, human & industry acumen to allow you to manage, review and implement your specific investment propositions.
Enabling mass discretionary servicing of clients
We drastically reduce the time it takes to monitor & review personalised or bulk portfolios and bring repeatability, consistency and increased rigour to a new era of portfolio management processes.
How Investing is Evolving Podcast
CEO and Founder Stuart Holdsworth hosts the How Investing is Evolving podcast where he and invited guest discuss trends, consumer, technology and investment industry themes. As a provider of investment solutions, it’s common to want to have an investment proposition that can engage positively with clients. The problem is that to do this often involves personalising an investment portfolio to every client which is often complex, difficult, laborious and operationally challenging. This can be frustrating, time consuming and expensive and if not done well can make you feel like you’re delivering poor service, losing money or putting the business at risk. This podcast is for anyone who is responsible for investment propositions at their firms and how to best formulate and articulate their proposition value to their clients, and how to do this whilst also benefiting your business. Subscribe via your preferred podcast channel by clicking the links below.
Private Wealth Managers
There is no ‘one-size-fits-all’ when it comes to portfolio management. We have the capability and flexibility to take your unique process and configure it into our digital platform.If you are a Private Wealth Manager looking to grow your business or reduce your reliance on manual processes, Financial Simplicity is the only specialist digital platform for portfolio managers that delivers repeatable processes for tailored, client centric investment portfolio services with scale and management oversight. Unlike spreadsheets, you get the benefits of industrial scale without compromising the ability to accommodate each individual client scenario and you won’t spend wasted hours correcting formulas and reviewing client portfolios one by one. LEARN MORE
For portfolio managers who want to explore every opportunity for service & performance improvements, Financial Simplicity can reduce the time it takes to implement tailored or bulk portfolio decisions at large volumes to bring repeatability, consistency and increased rigour to your portfolio management processes. As the only specialist digital platform that delivers repeatable processes for tailored or volume driven portfolio services, we enable visualisation and systemisation of the processes that reflect your unique investment approach. We do it with scale and management oversight – at the click of a button.LEARN MORE
Platforms & Software Providers
f/s labs allows platforms, software providers and tech platforms to rapidly deploy market leading portfolio reviewing and rebalancing functionality without the time, risk or cost of development. Access market-leading, personalised portfolio rebalancing algorithms as an API. Our proven algorithmic capabilities are broad and deep and are configured to the imagination of our clients portfolio based propositions.LEARN MORE
If you would like to find out more about what we can offer or would like to organise a zoom call, please get in touch.
Ready to see what the new world of portfolio reviews looks like?
Don’t ask for a demo, ask to see how your investment processes can be applied to your data to review all your portfolios in seconds.SHOW ME