Back to Blog

Financial Simplicity Announces New Portfolio Management Solution

This post is a part of our live coverage of FinovateEurope 2013.


Our last presenter before the noon break is Financial Simplicity:
“Financial Simplicity offers a highly efficient capability to manage large numbers of individually tailored investment portfolios (in the thousands or tens of thousands). It will ensure that clients can offer highly customized propositions to their customers, while maintaining a high degree of centralized control over access, data, and business work flows.
Using systematically programmed processing and advanced algorithmic engines, Financial Simplicity negates the need for many time-intensive workflows and workarounds to manage data effectively. Financial Simplicity’s innovations have enhanced significantly the efficiency with which relevant portfolios can be delivered to investors.”
Product Launched: February 2013
HQ Location: Sydney, NSW Australia
Company Founded: 2003
Metrics: 20 employees and advisors in Australia, the U.S., Canada, and the UK
Twitter: @FinSimplicity
Presenting Stuart Holdsworth (CEO)