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Financial Simplicity Sydney Head Office

Level 10, 60 Carrington Street

Financial Simplicity London Office

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Stuart Holdsworth
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Financial Simplicity releases On TargetTM portfolio management platform technology

Unrivalled scale, predictability and accuracy in portfolio decision-making

• Pre-compliant portfolio management functionality without exception
• Pre-trade compliance performed automatically within the portfolio modelling operation
• Unprecedented levels of transparency and predictability in portfolio management

Financial Simplicity is pleased to announce the formal release of its On TargetTM portfolio technology designed to provide portfolio managers with unprecedented scale and accuracy.

Speaking from the Private Wealth Management Asia conference in Hong Kong today, Stuart Holdsworth, CEO of Financial Simplicity, observed,

“Financial Simplicity’s exclusive On TargetTM portfolio technology enables wealth managers to develop and sustain pre-compliant portfolio and wealth management operations.”

Integral to Financial Simplicity’s advanced portfolio decision-making products, Enterprise Express and Enterprise Edition, On TargetTM portfolio technology enables wealth managers to increase the number of client portfolios under management without increasing associated expenditure.

“On TargetTM portfolio technology enables our clients to cut the time and effort required to make large-scale investment portfolio decisions.” Holdsworth said.