Financial Simplicity Enterprise Edition is a web-based portfolio construction and modelling solution designed for investment platforms and professional wealth managers. Enterprise Edition has no peer in enabling a new level of efficiency in operating Separately Managed Accounts (SMAs), Individually Managed Accounts (IMAs) and advisory portfolios. 

Enterprise Edition simultaneously provides portfolio managers with:

• a scalable technology platform of unparalleled capacity for operating discretionary and non discretionary portfolios
• a sustainable, effective means of combining operational scale with bespoke client management
• a highly efficient operational process that saves quantifiable time, effort and cost and also reduces business and compliance risk

Key features of Enterprise Edition include:

• "exceptionless" portfolio modelling driven by the imperatives of individual client mandates (rules, preferences and constraints)
• "exceptionless" bulk trade allocation processing - removing the need for costly 'post trade' compliance workflows and effort
• model portfolio / strategy maintenance
• investor portfolio mandate maintenance
• investment securities database
• compliance template definitions (asset allocation ranges, stock density etc)
• collaborative workflow processing for operations and compliance
• web based delivery for low cost deployment and operations
• open interfaces for data upload from any registry and trading systems
• internet access for investors to view client portfolios with re-brandable user interface
• order bulking

For further information about Financial Simplicity Enterprise Edition, please click here.