Financial Simplicity’s cybernetic digital platform is designed to be configured to the uniqueness of each wealth management businesses.
The platform including proprietary algorithms, and thinking behind it are native to Financial Simplicity, meaning that our clients know who they are dealing with and where they need to look for answers.
An open-architecture solution, so you can use investment platforms or portfolio accounting systems of your choice
Better client mandate definition
A personalised portfolio mandate for each investor, strengthening your investment proposition
Better client specific portfolio monitoring
Superior monitoring of all client portfolios, per their unique mandate, in one place
Better “one click” workflows
Better on demand workflows powered by proprietary algorithms to grow and scale your business
A key component of our digital platform is what we call a portfolio heat map where, in a single glance, those viewing it can assess how the business is delivery to it’s promises to clients.
This provides alerts to client advisers with opportunities to better service clients, and also provides management with better detect and protect controls to keep the business safe.
Reach out if you are ready to make your wealth management business better
The type of investment propositions that we help make better
We work with some great clients
What they’re saying
Financial Simplicity are very much a trusted strategic partner to Pershing LimitedPershing