Financial Simplicity Portfolio Express

Financial Simplicity offers Portfolio Express, a version of it's portfolio rebalancing capabilities that can bring time and effort saving, and reduced business risk to all industry participants - for no charge. Platform Express is designed using open architecture and open standards so that it can link to any investment platform or system for no charge. Some of the features in Financial Simplicity Portfolio Express include:

• Open Source Interfaces - so that you can link your existing systems and platform suppliers to Portfolio Express, requiring only a simple integration rather than complex systems integrations.
• Internet Accessed - so that you don't need any special software or infrastructure to access Portfolio Express.
• Rebrandable - For a fee, you can have your own version of Portfolio Express, which you can link to other systems of your suppliers, channels and business partners.

Industry participants that would use Portfolio Express include:

• Investment Advisers - to help them save time and effort in rebalancing portfolios to model portfolios.
• Investment Platforms - to extend their capabilities and features to offer sophisticated portfolio rebalancing experience to advisers.
• Broking Firms - to extend their broking services with a powerful decision support capability for advisers in order to attract and retain advisers and transactional business.
• Software Vendors - to extend portfolio management and administration softwares with a powerful portfolio rebalancing tool rather than having to build one

To see an example of how Financial Simplicity Portfolio Express works on a sample site, click the Rebalance button on this site.