Should you want to make it easy for investment intermedaries currently using Financial Simplicity technology to use your platform, joining our Linked Platform Program, and linking your platform to Financial Simplicity is often a straightforward activity.

We observe that our intermediary customers make preferece to well integrated platforms as it saves them time, effort and cost in their operations.

Key common integration examples as part of our Linked Partner Program include:

• providing your intermediary customers with a data file of portfolio positions that can be uploaded into Financial Simplicity
• providing a web form by where orders calculated in Financial Simplicity's portfolio modeling technology can be entered into your platform without the need for rekeying, saving investment intermediaries time, effort, costs and risk of error
• providing a web service from your platform so that intermediaries can upload portfolio details into their Financial Simplicity portfolio modeling technology
• embedding a link to Financial Simplicity on your platform that can also pass an investor's portfolio details to Financial Simplicity for portfolio modeling

Financial Simplicity provides open data file formats and APIs to support such links. For more information Contact us.