| Issue |
Implication |
Needs |
Solution |
| It is hard and an often
manual task to get a consolidated portfolio position for a client who
has assets in a variety of different platforms and / or places |
Adviser practices often
need to spend valuable time and effort putting together consoldiated
portfolio reports |
An automated method to
achieve consolidated portfolio reporting from a number of investment
platfroms |
Financial simplicity packaging |
| Increasing compliance
regulations are meaning that license holdsers are introducing model
portfolio based packaged research |
Financial advisers take
considerable time in rebalancing and reviewing client portfolios to
align with model portfolios, often made much harder with client
specific tax and compliance situations to address |
An advanced and
personalised portfolio modeling capability that combines client
portfolios, client rules and model portfolios |
Financial simplicity manufacturing |
| Margin squeeze in a highly
competitive environment |
Need to research
additional ways to increase or retain margin |
Introduce a manufacturing
margin into the business by offering managed portfolio products and
services rather than distributing other products |
Financial simplicity manufacturing |
| How to attract and retain
clients in a highly competitive market |
The need to offer more
sophisticated tools and services to clients |
Internet portfolio
reporting and access |
financial simplicity sales and
service |
To find out how financial simplicity
can help you if you have these issues contact
us
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