FinovateEurope 2013 / Financial Simplicity

Presenter Profile:

How they describe themselves: Financial Simplicity is an international wealth management infrastructure for portfolio business management and is designed specifically to provide mass personalised portfolio services.

Financial Simplicity is widely used to power managed account programs around the world with the provision of portfolio services including IMAs, SMAs, MDAs, and UMAs. Financial Simplicity technology enhances business functionality for a range of purposes including:

  • Portfolio rebalancing against a broad range of client specific rules, preferences and constraints
  • Investment portfolio and model portfolio management
  • Order management and trade allocations
  • Portfolio analysis and performance reporting
  • Platform management

Financial Simplicity’s unique approach to portfolio decision-making has been acknowledged as a most effective way to construct model portfolios.

How they describe their product/innovation: 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 customised propositions to their customers while maintaining a high degree of centralised 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.

Financial Simplicity’s capabilities enable a fresh set of wealth management propositions that can be RDR compliant with breakthrough levels of client customisation, compliance and efficiency.


Press: Alexandra Ballard, Marketing Manager,,
+1 604 349 1221
Sales: Stuart Holdsworth, CEO,, +44 7826 359 137

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