About us

Financial Simplicity is an international wealth management technology company domiciled in Australia with offices in Sydney and London. Our technology is the engine that powers managed accounts programs at some of the world’s leading financial services organisations.  

Over the past decade, Financial Simplicity’s technology has been conceived, designed and developed to align the interests of investing clients and their wealth advisers in a sustainable, cost effective manner.

As a proven provider of fully scalable, mass-tailored portfolio management technology for wealth management platforms, Financial Simplicity excels in the disciplines of modelling, construction and compliance. Our unique approach to portfolio decision-making is acknowledged as the most effective way to construct, and perfect, model portfolios for dynamic portfolio management.