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Better Business Value

How do you know whether Financial Simplicity is for you ?

By 23 August 2019September 6th, 2022No Comments

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

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…

Stuart Holdsworth

Author Stuart Holdsworth

Stuart has over 30 years of experience in the use of technology for the strategic competitive advantage of businesses in the financial markets and investment industry.

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