We are the leading global specialist in empowering wealth businesses around the world to deliver tailored, client centric investment portfolio services with scale.
For over 20 years we have had a sole focus on innovating using mathematics and algorithms to deliver a digital platform to empower our clients to leverage their unique perspectives to service their investor clients with personalised investment portfolio reviews at scale. It’s all we do.
But, it’s just not about technology and mathematics. Our digital platform combines world class perspective, understanding and expertise in investment asset allocation methodologies and how they interplay with the realities of each investor’s uniqueness. With deep specialist business, human and industry acumen we empower our clients to improve their businesses in a very ‘human’ way. Why ‘human’? Our business has been built on the reality that every client is unique: with individual preferences, emotions and biases and not just an account number and balance.
In order for wealth managers to delivery truly customer centric services at scale, there is now a realisation that technology solutions, like Financial Simplicity, must be built with the concepts of human clients at their core, yet surrounded with the mathematics and algorithms to bring industrial scale, efficiency and compliance.
We have decades of experience in delivering financial services technology solutions.
CEO & Founder
Head of Product
CTO/Head of Engineering