Services

Financial Simplicity offers professional services in relation to helping organisations achieve efficient, scalable and robust portfolio management operations. We offer a number of packaged programs outlined below or can work with you to provide bespoke outcome orientated programs according to your specific needs. The key areas of focus that we specialise in are:

• Business Strategy With considerable experience spanning stockbroking, portfolio management, investment management and retail portfolio administration platforms, Financial Simplicity provides a unique perspective on strategy for portfolio based businesses and to service provider organisations that service such portfolio based businesses.
• Product and Operations Design With extensive experience in assisting our customers design and implement their managed account and portfolio management solutions, Financial Simplicity assists providers of portfolio based products and services with the niche skills to help them architect end-to-end portfolio management operations.

Packaged Programs

For Portfolio Managers and Investment Advisers

• Path To Best Practice in Managed Accounts - with a commitment of a few hours a week, this is a 6 to 10 week mentoring and coaching program that guides you through the maze of establishing or optimising your managed account business. In this program we help you with most aspects of operating a managed accounts business with input from a number of experienced practitioners. We help you determine an action plan which will achieve improvements in your business.

• Portfolio Manager Quick Start - this is a 2 week program that provides you with real hands on experience of leveraging state of the art portfolio modeling and operations technology to achieve automation and efficiencies in your business. The program includes access to a specialist consultant that will load up your portfolio data, provide you with training and support you through the realisation of how to significantly reduce costs and time required to operate a portfolio business.
• Portfolio Intensive Compliance Check - this is a 2 to 4 week program that provides you with access to industry leading technology and consultants to rapidly analyse your portfolios and identify any compliance beaches. The program also then facilitates the modeling of breached portfolios to identify appropriate portfolio adjustments.

For Financial Institutions

• Managed Account / Portfolio Strategic Check Point Review - This is a one month program that provides senior executives with a framework and report for positioning current or planned managed account products or programs into the context of their overall business. Ideally working with the CEO or divisional head, this program demystifies the positioning of managed account projects and products, and can provide a practical roadmap with opportunities to get the most out of any managed account initiatives within your organisation.
• Managed Investments 2.0 - This is a three month program that is designed to provide senior executives with a perspective of what is likely to be the future structure of the managed investments supply chain, and provide a practical road map as to how to position functions in their organisations to best be ready for such.

For Investment Platforms

• Platforms 2.0 - is a three month program that provides investment platforms with an insight into some of the market trends and forces that are emerging, and how best to position the platform to take advantage of such. This strategic and practical program also includes working with the platform product team to rapidly prototype a new era solution for customer and internal stakeholder review.