Financial Simplicity
HQ Address
Level 17, 123 Pitt St, Sydney, NSW 2000, Australia
Website Address
Business introduction
Better wealth management business propositions
Put simply, Financial Simplicity enables wealth management businesses to leverage our proprietary portfolio management and control systems to deliver better investment propositions with better business operational performance
We help wealth and investment managers achieve better experiences and business through the provision of a specialist digital platform. The portfolio management and control systems in our platform allow our clients to deliver their investment propositions on a fully personalised basis at scale. We believe this lies at the core of what these groups need to achieve in order to maintain their business and grow within acceptable risk parameters.
How do we do this? We combine an award-winning platform, machine learnt algorithmic IP, and the skills to help wealth management firms understand the business improvement opportunities, and then teach them how to deploy these techniques within their business.
Financial Simplicity Solutions
Digital Platform
Better architecture for your uniqueness An open-architecture solution, so you can use investment platforms or portfolio accounting systems of your choice. Better client mandate definition A fully 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”......
business needs
- Digital Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
