Financial Simplicity offers wholesale investment and broking platforms a range of licensed technology solutions that expand existing infrastructure with portfolio modelling and portfolio manufacturing capabilities.

We foresee that almost all financial services platforms will in the next 5-10 years contain functionality of the kind offered by this software. Forrester Research 2003

Investment platforms most effectively suited to Financial Simplicity's portfolio decision-making services are those that:

• maintain an accurate position of each client's portfolio(s)
• are keen to offer a model portfolio based offer to their client base
• have adequate IT and operational resources to architect a model portfolio/managed account based offer

Our flexible, web-based portfolio decision-making technology tools can be deployed within a wide variety of administrative and reporting environments.  Investment platform businesses can save time, effort and risky development costs in providing these complex decision-support features to their customers. Financial Simplicity's advanced portfolio modelling and decision-making technology can support adviser practice needs as part of next generation advice models.

Such capabilities allow wholesale platforms to attract and retain intermediary customers by addressing the growing demand for portfolio modelling and manufacturing solutions by investment advisers and intermediaries: These features are expected increasingly to become 'standard' across investment platforms of superior calibre.