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 risk management.

‘We help wealth managers keep the right assets in all client portfolios.’

The platform including proprietary portfolio assurance algorithms, data structures, 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.