Financial Simplicity, a collaborative infrastructure for wealth management propositions between investors, advisors and model managers, has extended its service suite to include portfolio analytics and performance reporting.
Financial Simplicity has also enhanced its portfolio modeling tools to provide a richer investor experience.
Commenting on the particulars, Stuart Holdsworth, CEO said: “Financial Simplicity’s open architecture helps wealth managers design new investment in terms of tailored investment portfolios and the overall communication experience.”
Financial Simplicity’s new capabilities include daily performance reporting; and the ability to track investor portfolios against models and industry benchmarks (and other investor portfolios such as a family office or Advisor books of business for comparison.)
Custom dashboards and embedded web widgets are also included in response to an insatiable demand for content from clients.
Holdsworth emphasises: “We are committed to delivering institutional style portfolio management experiences to retail and mass affluent investors alike”.