• Is your investment platform or service seeking to operate managed account / managed portfolio products or services as an additional revenue stream ?
• Is your investment platform of service seeking to attract and retain customers by providing a more complete offering to intermediaries so that they can offer their managed account / managed portfolio products or services ?

If the answer to either of the above is 'Yes' then perhaps you are considering:

• are these specialist portfolio manufacturing features something that you may not have a core competency of skills in building ?
• what timeframe will it be to develop such features and capabilities ? do we have this time ?
• would it be easier, quicker and lower cost to 'buy' vs 'build' these features and capabilities ?

If the answer to any of the above is 'Yes' then perhaps consider licensing Financial Simplicity's Enterprise Edition software, a complete capability to support the most efficient way of manufacturing portfolio based products or services. With web based technology, open architecture integration to your platform (including single sign on), Enterprise Edition can be tightly integrated and rebranded to appear a seemless addition to your platform.

For more information about the features of Financial Simplicity Enterprise Edition click here

Sounds attractive ? For more information contact Financial Simplicity sales on 1300 363 053 or sales@financialsimplicity.com.au