Thursday, 23 February 2012

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      • Pershing Limited (UK) deploys Financial Simplicity's portfolio management technology
      • Financial Simplicity powers the way for Fortnum’s UMA platform
      • Model Portfolios Just the Start of Innovation
      • Financial Simplicity releases On TargetTM portfolio management technology
      • Vivid Financial Case Study at IBS
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      • Can Strategic Compliance Become a New Standard?
      • Financial Simplicity deploys new mass portfolio review document-generation capability
      • netwealth engages Financial Simplicity to provide leading edge model portfolio and managed account technology
      • Financial Simplicity Powers Next Generation Advice Offering
      • Financial Simplicity Releases Portfolio Express
      • Financial Simplicity in Australian Technology Showcase
      • Vivid Financial chooses Financial Simplicity for the operation of their IMA and SMA portfolios
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Case Studies

 

Clime Asset Management

Niche Software for the Operation of Individually Managed Securities Portfolios

 

Vivid Financial

IBS Journal - Wealth Management Supplement

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