Financial Simplicity Portfolio Express is a web-based portfolio modelling tool designed especially for investment brokers and advisers. Portfolio Express can be deployed through a firm's Intranet, or over the Internet, on any desktop.

Portfolio Express saves time, effort and expense for investment professionals who are highly active in managing their clients' investment portfolios. Portfolio Express enables investment professionals to perform the following functions simultaneously:

• model a portfolio to model portfolios by asset allocation or preferred stocks
• calculate brokerage as part of the modelling
• automatically produce compliance and sales documents
• access and deploy up-to-the minute centralised investment research

As a result, Portfolio Express clients can produce high quality portfolio reviews with enhanced relevance within minutes. Portfolio Express also allows our clients to define client-specific rules, preferences and constraints in order to 'tailor' the portfolio review experience for each investor. Importantly, this function reduces the need for difficult and time-consuming "exceptions management" and client-specific, personalised compliance adjustments.

Portfolio Express helps to reduce business risk by:

• ensuring investment personnel are working with the latest investment research (or the latest adjustments that each investment adviser may make)
• facilitating a compliance workflow so that portfolio reviews can be 'cross-checked' ahead of submission to the client
• ensuring any client-directed instructions are considered in the portfolio review, not as a manual process afterwards

For further information about how Portfolio Express can accelerate your investment management business, please click here.