Financial Simplicity's core focus is portfolio management technology. We have developed a unique set of portfolio modelling and rebalancing algorithms to allow portfolio managers to perform portfolio adjustments 'at the click of a button'. Portfolio management applications that generally take many hours (if not days) of complex, time-consuming effort can now be performed automatically allowing for your pre-defined rules, preferences and constraints.

Do you want to spend more relevant time with your clients?

By streamlining the portfolio modelling process and allowing complex rebalancing procedures to be performed 'at the click of a button', Financial Simplicity can save you considerable time, effort and cost in performing portfolio reviews. Review results can be populated into a compliance template (such as a 'Statement of Advice') if required.

Express manage your clients' investment portfolios

Portfolio Express is our web-based portfolio advice solution. It combines our specialised portfolio modelling and rebalancing capabilities with a set of operational workflows to support adviser/manager quality assurance processes.

Portfolio Express is supporting hundreds of investment advisers to reduce effort and significantly improve quality of portfolio reviews. Specifically, Portfolio Express allows more time to be spent with more clients, reduces business risk, mitigates compliance risk and, as a result, increases revenue.