Financial Simplicity makes the experience and business of investing better. We are the global specialist in control systems to empower wealth businesses to deliver tailored client centric investment portfolio propositions at scale.
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 more 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.