Financial Simplicity Portfolio Manager

FSPM is a web based portfolio management solution that supports organizations and their clients with model portfolio based construction and portfolio manufacturing. FSPM business functionality supports investor management, portfolios and models, rebalancing against a broad range of client specific rules, preferences and constraints, order execution and platform & fee schedules. FSPM is designed to allow wealth managers provide mass personalized portfolio services efficiently. FSPM is provided as a cost effective hosted portfolio management solution which is widely used to power managed account “platforms” who support wealth managers with the provision of portfolio products including IMAs, SMAs, MDAs, and UMAs.