â¢ Pre-compliant portfolio management functionality without exception
â¢ Pre-trade compliance performed automatically within the portfolio modelling operation
â¢ 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,
âFinancial Simplicityâs exclusive On TargetTM portfolio technology enables wealth managers to develop and sustain pre-compliant portfolio and wealth management operations.â
Integral to Financial Simplicityâs 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.
âOn TargetTM portfolio technology enables our clients to cut the time and effort required to make large-scale investment portfolio decisions.â Holdsworth said.