Financial Simplicity is proud to support investment platforms with:

• proven and packaged model portfolio and managed accounts technology
• open architecture for rapid integration
• significant savings of time, effort, cost and risk by buying, rather than building, intelligent platform technology

Model portfolios, and the technology that drives their integration into comprehensive platform offerings, are a vital component of newly relevant, "client-first" financial advisory services. (Stuart Holdsworth, 2010)

Our flexible portfolio decision-making technology tools can be deployed within a wide variety of administrative and reporting environments.  Investment platforms can implement Financial Simplicity's advanced portfolio modelling and decision implementation technology to support adviser practice needs as part of next generation advice models.
 
Research and portfolio managers, financial advisers and other professionals within the portfolio management sequence can determine portfolio adjustments across an large number of client portfolios at the click of a button in a consistent, predictable and repeatable manner.