Financial Simplicity was formed in 2003 after five years of research and development into computational and operational techniques on how to implement investment research to very large numbers of tailored investment portfolios.

We 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 2003

Financial Simplicity was formed with the vision that one day:

• each and every investor will be able to receive highly tailored investment services from their advisers at a lower cost than the distribution of packed investment products
• each adviser will be able to rapidly generate and make decisions on their client's investment portfolios at the click of a button from anywhere

Financial Simplicity is a privately held company that prides itself on a commonly held vision amongst its staff: a practical and collaborative relationship with our clients, and the passion to help industry participants deliver a superior investment management service at a genuinely lower cost.