Nudge™ Portfolio Compliance and Modelling Service
Financial Simplicity Nudge™ is a service to help advisers to monitor and review client investment portfolios in order to help advisers scale their business with a high value proposition in a compliant way.
Nudge™ is for financial advisers that manage client portfolios based on model portfolios or desired asset allocations. Nudge™ takes away the laborious and time consuming activities that firms have had done to date to monitor client portfolios to mandates and performing portfolio reviews.
Unlike outsourced solutions such as SMAs, Nudge™ empowers advisers to deliver systemized personalized portfolio propositions without compromise, allowing advisers to use investment platforms of choice, retain all client relationships and experiences, and associated investment service margin.