Company Profile

After 10 years of research and deveopment, Financial Simplicity is a technology company at the forefront of innovation in the investments industry. We are dedicated to innovating solutions for the Internet era of investment management.

We have developed some core intellectual property around the operation of mass tailored portfolios. Our solution may be to portfolio management and retail investing what Google is to search and advertising, and is unique as it provides the worlds first entirely exception-less mass tailored portfolio management process, which is all delivered over the Internet.

We provide solutions to progressive investment industry participants to help them deliver a scalable superior and client centric portfolio offering yet also allowing them to save time, effort and costs. This allows them to increase margin, and spend more time with clients and researching investment strategies.

The Financial Simplicity vision is that investment advisers will be able to:

• Simply & without fuss, at the ‘click of a button’ implement investment research and recommendations to each and every one of their client's portfolio in the context of their specific investment preferences and constraints
• Perform this application of research to the exacting personalised demands of hundreds, or indeed thousands of client portfolios en-masse
• Implement any changes required to portfolios at a wholesale level, to provide implementation efficiency levels similar or better than that of operating wholesale unit trusts, yet with the advantages of direct held portfolios
• Have access to 'on demand' portfolio reports and analysis, and be able to share this information with their clients, staff and business partners

This vision is now a reality... and Financial Simplicity now provides a world's first capability to the financial services industry.

Here are some opinions of what industry experts and our customers say about Financial Simplicity:

• Foresee that almost all financial services platforms will in the next 5-10 years contain functionality of the kind offered by this software. - Forrester Research
• With Financial Simplicity, we have managed to reduce the time taken to rebalance and implement changes to client portfolios from many hours to minutes. - Roger Montgomery Clime Asset Management
• Financial Simplicity exceeds the difficult investment implementation needs of investment managers wishing to operate Individually Managed Accounts. - client
• Our customers now enjoy a level of service that leads the way in the market. By installing Financial Simplicity, we now spend time working for our customers rather than just managing them. - client