Financial Simplicity enables the monitoring and decision making on investment portfolios to client mandates with data fed from Class. This enables investment advisers and wealth managers to deliver a high-value client-centric investment proposition with scale and compliance.
Financial Simplicity is the market-leading solution for decision support using model portfolios that takes away laborious and time consuming activities that firms to date may have used spreadsheets to monitor and calculate portfolio adjustments. It also includes the ability to generate client-specific portfolio review reports (ROAs) in firm-specific formats.
Unlike the use of SMA platforms that suit firms seeking to outsource portfolio operations, Financial Simplicity empowers firms to use technology to control and deliver the whole client portfolio experience with scale and associated margin. In using Class with Financial Simplicity, firms can also still choose their investment platform of choice to hold client investments upon.