Financial Simplicity
HQ Address
Level 22, 180 George St, Sydney, NSW 2000, Australia
Website Address
Business introduction
Helping wealth managers confidently keep the right assets in the right portfolios
Portfolio management and control systems that assure portfolio confidence at scale
Our portfolio assurance providing technology helps wealth / investment managers safely deliver fully personalised client-centric portfolio management at scale.
We believe this discipline lies at the core of what these groups need to achieve in order to maintain and grow their business within acceptable risk parameters.
Financial Simplicity Solutions
Financial Simplicity CPS
Financial Simplicity’s client portfolio management and control solution is a comprehensive system to help private wealth and portfolio management businesses monitor and make decisions on large numbers of highly client tailored investment portfolios. The solution helps business deliver superior and higher value investment propositions to their clients with scale and......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Financial Simplicity MPS
Financial Simplicity’s MPS model portfolio management solution is a comprehensive control system to help MPS model management business streamline workflows from forming investment views through to the specific generation of model portfolios for multiple platforms and / or clients....
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
