Stockbrokers, asset managers and financial advisers, operating hundreds of millions of dollars of discretionary and non-discretionary portfolios, are using Financial Simplicity Enterprise Edition.  Enterprise Edition is our portfolio manufacturing solution which saves considerable time, effort and costs providing unlimited scale to client-centric businesses. The key workflows facilitated by Enterprise Edition include:

•    modelling for very large numbers of individually client tailored portfolios
•    aggregation of orders across many portfolios for implementation
•    bulk trade allocation to participating portfolios in 'the click of a button' whilst simultaneously allowing for all participating portfolios' specific rules, preferences and constraints

Enterprise Edition overcomes the traditional high labour, difficult and manual processes often associated with mass tailored portfolio management and therefore brings offers new thinking in the next generation of custom-tailored portfolio management.