We often get asked what the ideal client for Financial Simplicity looks like ? The answer is quite straightforward; our value proposition optimally services firms who:
- Service their clients with investment portfolios, often including listed securities, and prefer to have this process managed in-house
- Have a foundation of packaged investment research using model portfolios (or mixes or models of)
- Have the ability to know their client portfolio positions each day in electronic form
- Are experiencing an intention to improve one or more of the below:
- Increase client value through:
- offering personalised portfolios, including making them tax smart (after all tax is the largest cost of investing in most of the western world)
- improving responsiveness to clients in making portfolio adjustments, being able to respond to all clients at once if required
- Increase the value of their business through:
- Improving operational efficiencies, ie reducing the workload to do what they do to reduce costs
- Improving and de-risking operational processes, typically spreadsheets
- Reduce compliance overheads and risks by implementing a structured, auditable, and repeatable processes
- Increase client value through:
To benefit from Financial Simplicity, firms don’t have to move their assets, don’t need to re-paper their clients, and don’t need to change their regulatory licensing. Simple…
