Products

The Financial Simplicity range has 3 key modules based on a core platform:

• Portoflio manufacturing for portfolio managers - significantly simplifying the difficult operational processes in the modeling and operation of large numbers of individually tailored investment mandates or portfolios more
• Portfolio packaging (Virtual WRAP) for portfolio administrators - providing portfolio participants with decision support and reporting tools to analyse their portoflios more
• Portfolio sales and service for client managers - allow users of the technology platform to view, share and appoint portfolio service providers more

Each of these modules integrates can integrate with existing business systems rather than having to replace them.

Financial Simplicity has packaged up a number of standard product packages to suit the needs of differing businesses. more