Product Editions

Financial Simplicity offers a number of packaged products:

• Financial Simplicity Portfolio Express Financial Simplicity Portfolio Express is a free and open architecture integration service that easily integrates with investment and broking systems to allow investment advisers to rebalance portfolios to model portfolios. For more information click here .
• Enterprise Edition For investment organisations who want a high level of automation in the management of their portfolios, be they separately (SMA) or individually managed accounts (IMA), Enterprise Edition offers a unique capability of not just the rebalancing across multiple portfolios, but also the ability to bulk and allocate the subsequent trades.
• Financial Simplicity Sales and Service Edition  Sales and Service edition leverages Financial Simplicity's enterprise Internet architecture to provide organisations with a proven packaged capability for providing portfolio visibility to advisers and investors, allowing your organisation to improve client relationships and brand equity. Sales and Service edition comes either as a hosted service available over the Internet with a low monthly fee, as a licensed software application, or available also in pre-packaged and proven source code that you can tailor, integrate with your systems and customise to you specific web presence.
• Open Edition - Financial Simplicity 2.0  For large organisations with strong IT departments and development resources, Financial Simplicity 2.0 provides the ultimate in open architecture solutions, providing Financial Simplicity Enterprise Edition with application source code. This product enables customers to be independent of Financial Simplicity in integrating Enterprise Edition with their own internal systems or making user interface customisations and modifications. Because of the reduced dependency on Financial Simplicity under this model, it comes with an attractive licensing basis.