Solution introduction
Financial Simplicity’s digital platform is designed to be configured as a control system to the uniqueness of each wealth management businesses
The platform including proprietary algorithms, 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
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” 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 delivering to its 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.
