Financial Simplicity
Financial Software · Australia · 11-50 Employees
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Overview
Headquarters
180 George St L 22, Sydney, New South Wa...Phone Number
+61 1300363053Website
www.financialsimplicity.comRevenue
$6.3 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Financial Simplicity
Financial Simplicity offers a portfolio assurance digital platform designed to help wealth managers maintain the alignment of client portfolios with investment mandates, preferences, and regulatory requirements. Their systems provide continuous monitoring and verification, enabling firms to scale personalized portfolio management while improving operational efficiency. The company targets wealth management firms, model portfolio managers, stockbrokers, investment advisers, and investment platforms, aiming to enhance client experiences and outcomes. By addressing the limitations of traditional portfolio management tools, Financial Simplicity empowers clients to deliver tailored investment propositions effectively.Explore more
Financial Simplicity Org Chart
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Financial Simplicity offers a portfolio assurance digital platform designed to help wealth managers maintain the alignment of client portfolios with investment mandates, preferences, and regulatory requirements. Their systems provide continuous monitoring and verification, enabling firms to scale personalized portfolio management while improving op... Read More
