Financial Simplicity
HQ Address
Level 22, Salesforce Tower, 180 George St, Sydney NSW 2000, Australia
Website Address
Business introduction
Put simply, Financial Simplicity’s systems, technologies and techniques empower the wealth and investment management industry to deliver better investment propositions with better business operational performance
An impossible mission made possible
Financial Simplicity makes the experience and business of investing so much better.
We are the global specialist in precise and open architecture algorithmic IP for fully personalized portfolio rebalancing and client service delivery.
We license portfolio and management control systems to empower wealth businesses to deliver fully personalised client centric investment portfolio propositions at scale.
We foresee a future where a majority of investing is done in a unique, harmonised manner, merging professional guidance with individual investor values and interests.
We strive to empower more people to invest, confident in the knowledge that their investments not only match their financial goals but also mirror their personal beliefs and values.
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
