CPS : For the management and control of large numbers of seperate and client tailored investment portfolios

Financial Simplicity’s client portfolio management and control solution is a comprehensive system (CPS) to help private wealth and portfolio management businesses monitor and make decisions on large numbers of highly client tailored investment portfolios. The solution helps business deliver superior and higher value investment propositions to their clients with scale and risk management.

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MPS : For the mass management and generation of standard and customised model portfolios

Financial Simplicity’s MPS model portfolio management solution is a comprehensive control system to help MPS model management business streamline workflows from forming investment views through to the specific generation of model portfolios for multiple platforms and / or clients.

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FS Labs

Algorithms and tools to extend investment platforms & wealth management software

f/s labs allows platforms, software providers and tech platforms to rapidly deploy market leading portfolio reviewing and rebalancing functionality without the time, risk or cost of development. Access market-leading, personalised portfolio rebalancing algorithms as an API. Our proven algorithmic capabilities are broad and deep and are configured to the imagination of our clients portfolio based propositions.

In Australia, Financial Simplicity pre-packaged data feeds from a broad range of investment platform and portfolio accounting systems including:

Praemium
Class
Hub 24
Net Wealth
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