Our
SMA Model Management Solution
Financial Simplicity’s SMA model portfolio management solution is a comprehensive control system to help SMA model management business streamline workflows from forming investment views through to the specific generation of model portfolios for multiple platforms and / or clients.
The platform including proprietary algorithms and data structures, and the thinking behind them are native to Financial Simplicity, meaning that our clients know who they are dealing with and where they need to look for answers.
A purpose built portfolio control system architecture to support model portfolio management globally
Better model portfolio mandate definition
Define your range of model portfolios for platforms and specific clients in a way that can re-use componentry and comply with platform investment client lists, fee limits and client specific instructions
Better model portfolio monitoring
Superior monitoring of all model portfolios to keep you compliant and safe
Better workflows
Better on demand workflows to generate model portfolios powered by proprietary algorithms to grow and scale your business
Save considerable time, effort and hence costs associated with the construction of model portfolios for different audiences
Unconstrain your model portfolio operations so that you can take on more business without concerns around delivery and service levels
Easily implement a robust set of processes and controls to minimise business risks associated with the construction and communication of model portfolios
Maximise investment returns by streamlining the end to end process from investment research findings to model portfolio implementation
Easily implement a roles based set of workflows to increase security and process quality across teams working on model portfolios
Re-use investment research componentry to generate multiple model portfolio derivations with single updates
Monitor model portfolio composition to agreed mandates with alerts
