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Stuart Holdsworth
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Financial Simplicity announces personalised multi tax wrapper rebalancing

Financial Simplicity, a collaborative infrastructure to power wealth management propositions between investors, advisors and model managers, has extended its capabilities to include personalised multi tax wrapper rebalancing to model portfolios.
Financial Simplicity’s rules-based engine integrates investor personal preferences, investment goals and tax considerations to help improve investor outcomes.

This new functionality enables wealth managers to calculate and resolve which investment securities may be bought or sold and to which accounts assets should be allocated. Some examples of where this functionality will be most constructive include Growth versus Income investment strategies or multi tax wrapper accounts such as UK- domiciled Individual Savings Accounts (ISAs) and Self-Invested Personal Pensions (SIPPs).

Commenting on the motivation for the enhanced functionality, Stuart Holdsworth, CEO, Financial Simplicity commented:

“In wealth management, service has replaced product as the driver of customer value. Therefore, it has become vital for financial advisors around the world to manage investment decisions at a holistic as opposed to an individual account level.”