See for yourself how to offer scalable portfolios and managed accounts

For a small fee, eligable registrants* can trial Financial Simplicity Enterprise Edition.  Use your own portfolio data in order to gain a real, and practical, understanding of how Financial Simplicity can help you and your business.

As part of this package, you will receive:

• a 1 month trial, non for operational use, license to evaluate Financial Simplicity Enterprise Edition
• a 1 hour phone call with one of our senior industry and product consultants to help you envision the business benefits that Enterprise Edition may bring
• a 1 hour session with one of our technical consultants to help you load your portfolio data into your trial
• access to additional support if required on a paid basis

At the end of the trial you should be able to:

• enter and maintain model portfolios
• profile individual investor clients according to the service level you with to provide them
• considering each client's rules, preferences and constraints, calculate at the click of a button to rebalance one or many client portfolios towards model portfolios
• bulk up calculated orders in the way you may do to place them on the market
• enter details of simulated (reflecting real trades if used in a live environment) trades and allocate them to participating client portfolios at the click of a button
• get an understanding of how such practices can help you simultaneously save time, effort and costs in your business, reduce risk and improve client service

To register for the trial, please complete the form below.

*registered registrants are ones that are regarded as deemed bona fide commercial prospects by Financial Simplicity. Financial Simplicity has the sole right to exclude any registrants if it is unsatisfied that such registrants represent a commercial opportunity for Financial Simplicity.