Financial Simplicity demoed at FinovateEurope in 2013.
Financial Simplicity is an international wealth management infrastructure for portfolio business management and is designed specifically to provide mass personalised portfolio services.Financial Simplicity is widely used to power managed account programs around the world with the provision of portfolio services including IMAs, SMAs, MDAs, and UMAs. Financial Simplicity technology enhances business functionality for a range of purposes including:Portfolio rebalancing against a broad range of client specific rules, preferences and constraintsInvestment portfolio and model portfolio managementOrder management and trade allocationsPortfolio analysis and performance reportingPlatform managementFinancial Simplicity’s unique approach to portfolio decision-making has been acknowledged as a most effective way to construct model portfolios.
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