Financial Simplicity makes the experience and business of investing so much better.
We are the global specialist in precise and open architecture algorithmic IP for fully personalized portfolio rebalancing and client service delivery.
We license portfolio and management control systems to empower wealth businesses to deliver fully personalised client centric investment portfolio propositions at scale.
We foresee a future where a majority of investing is done in a unique, harmonised manner, merging professional guidance with individual investor values and interests.
We strive to empower more people to invest, confident in the knowledge that their investments not only match their financial goals but also mirror their personal beliefs and values.
In the late 1990s, the Financial Simplicity Founder and CEO Stuart Holdsworth noticed three trends: the shift to portfolios to express more investment value, the introduction of personalisation to express more client value, and the growing unique identity of investment advisory firms. He also noticed that resolving the complexity of these at scale was beyond most product systems or spreadsheets.
After five years of building algorithms and developing automated control systems, Financial Simplicity was created in 2003. With some clients boasting 10 year histories with Financial Simplicity, limited alternatives, and 15 years of proven operating experience, Financial Simplicity has proven itself reliable and sustainable. With each passing day, we take pride in the part we play in making wealth management better.