THE WEALTH INDUSTRY IS TRANSITIONING...

Attract more clients with a new value proposition for a new era
Contact us to find out how to...
  • Differentiate your value proposition by offering a personalised portfolio service instead of a product placement service
  • Deliver a consistent and repeatable client engagement experience that is both valued and recommended by your clients
  • Target different segments with the ability to efficiently mass-manage portfolios according to individual mandates or model portfolios

...IS YOUR BUSINESS ADAPTING?

Compound profit growth through portfolio management automation
Contact us to find out how to...
  • Systemise and automate portfolio management so that you can grow your client base without growing costs
  • Leverage your research and portfolio construction expertise to bring the investment management function (and margin) in-house
  • Redefine portfolio management processes in order to comply with ‘best interests’ and anticipated regulatory reforms cost effectively

LET SIMPLICITY DRIVE WEALTH MANAGEMENT

Multiply business value by implementing a scalable operating model
Contact us to find out how to...
  • Increase valuation multiple by installing an operating model focused on growing (rather than just servicing) revenue streams
  • Plan and implement effective business change, from transition of people and processes, to systems design and rationalisation
  • Ultimately, utilise scalable processes and systems to achieve efficiency and generate a sustainable high value business

Simply speaking...

Financial Simplicity has 10 years dedicated experience providing Portfolio Intelligence and Workflow Solutions to IFAs, Brokers and Private Wealth firms, and the platforms that service them.

Ultimately, our clients work with us because we help them deliver tailored client portfolio based propositions in a highly efficient and transparent manner.

The challenge for wealth advisers is that updated research views, guidance portfolios and approved lists are typically resource intensive to manage as there can be many processes and manual tasks involved in customising to individual requirements.

This is why advisers and portfolio analysts spend a lot of time tailoring model portfolios according to each client’s individual tax management, asset allocation and specific investment instructions at review time.

 

 

Through the use of technology and a targeted range of services, Financial Simplicity automates and simplifies the process of implementing or updating investment policy, research views and model portfolio instructions at the firm level, and customising instructions and outcomes at the client level.

With Financial Simplicity, wealth advisers can generate personalised client portfolio experiences for one client, or all client portfolios, on any given day. These increased efficiencies allow our clients to focus on engaging with their clients and growing their business.

What our clients say....

“After six years as a Financial Simplicity client, I am pleased to say we have had no better financial services experience. Implemented Portfolios decided to transition to Financial Simplicity due to our strategy to scale our business significantly, and to manage multiple highly tailored accounts simultaneously.

A key attribute of Financial Simplicity’s solution is its enduring ability to reduce the business risk associated with time consuming and multi-faceted compliance requirements. This is essential to our service proposition of ensuring investors receive consistent outcomes and in a proactive and relevant way. Financial Simplicity has become an integrated and seamless extension of our team.”

-  Santi Burridge
Managing Director, Implemented Portfolios        

     

“We chose Financial Simplicity as they demonstrated that they could not only deliver what we wanted, but also helped us understand additional capabilities that we had not considered and why those features were so important to consider. In our marketplace the term ‘strategic partner’ is much overused.

For us partnership is about mutual trust, a shared vision, a deep understanding of each other’s capabilities and by leveraging each other’s strengths and expertise we can provide a better overall outcome for the clients that we serve. Financial Simplicity are very much a trusted strategic partner to Pershing Limited, helping us shape and deliver our strategy”.          

-  Paul Bayliss
Head of Wealth & Adviser Solutions, Pershing   

Contact Us

  • Australia Office
  • B: Level 13, 135 King Street
  • Sydney NSW 2000, Australia
  • P: PO Box H330, Australia Square
  • Sydney, NSW 1215, Australia
  • E: info@financialsimplicity.com.au
  • T: 1300 363 053 or +61 (0)2 8973 7414
  • UK Office
  • B: 288 Bishopsgate
  • London, EC2M 4QP, United Kingdom
  • P: 288 Bishopsgate
  • London, EC2M 4QP, United Kingdom
  • E: uk@financialsimplicity.com.au
  • T: +44 7887 791578 or +44 7826 359137