LinkedIn Profile

Access Financial Simplicity US historical Linkedin company profile data on number of followers, employee headcount and more
Ticker Symbol Entity Name As Of Date Company Name Followers Employees on Linkedin Link Industry Date Added Date Updated Description Website Specialities Logo HQ.Street HQ.City HQ.State HQ.Country HQ.Postal GICS Sector GICS Industry
private:financialsimplicityus-2 916674 May 24th, 2019 12:00AM Financial Simplicity 138 7.00 Open Financial Services May 24th, 2019 07:02PM May 24th, 2019 07:02PM We help wealth management firms achieve sustainable market leadership without compromise. Our technology product is a flexible portfolio management infrastructure empowering advisers to service each client’s unique investment needs Financial Simplicity empowers Financial Professionals to provide client centric portfolio management, with scale and compliance across both discretionary and non-discretionary propositions to clients. We provide a Portfolio Service Delivery Infrastructure that works in harmony with firm's current business environment, enabling wealth management firms to outsource the complexity of portfolio management allowing your focus to remain on servicing the client. Our mission is to enable financial professionals to service clients to their very personalized needs by enabling them to construct and manage unique client portfolios across any asset class, any currency and any tax structure. For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio management solutions to help financial professionals to serve more clients, and to provide exceptional service while tightly controlling their costs and risks. Our portfolio intelligence systems and our managed services are built around our PROPRIETARY IP and enable us to support our clients with automated portfolio mandate monitoring, and robotic decision support – to help financial professionals to GROW and MANAGE their investment business EFFICIENTLY; and automated portfolio policy compliance – to help wealth management firms PROTECT their investment businesses Open mass tailored portfolio managment technology, managed accounts, model portfolios, wealth management, model based portfolio management, collaboration Open Level 20, 1 Alfred St Sydney NSW AU 2000 Financial Services
private:financialsimplicityus-2 916674 Feb 17th, 2018 12:00AM Financial Simplicity - Intelligent Agents for Investment Professionals 103 8.00 Open Financial Services Feb 17th, 2018 02:25PM Feb 17th, 2018 02:25PM Financial Simplicity provides trained digital assistants to enable investment professionals to SCALE their business dramatically and efficiently, enabling them to deliver HIGH VALUE to their clients while maintaining strict COMPLIANCE with individual customer mandates, firm policies and regulatory requirements For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio management solutions to help financial professionals to serve more clients, and to provide exceptional service while tightly controlling their costs and risks. Our portfolio intelligence systems and our managed services are built around our PROPRIETARY IP and enable us to support our clients with automated portfolio mandate monitoring, and robotic decision support – to help financial professionals to GROW and MANAGE their investment business EFFICIENTLY; and automated portfolio policy compliance – to help wealth management firms PROTECT their investment businesses Financial Services
private:financialsimplicityus-2 916674 Feb 16th, 2018 12:00AM Financial Simplicity - Intelligent Agents for Investment Professionals 103 8.00 Open Financial Services Feb 16th, 2017 08:15AM Feb 16th, 2017 08:15AM Financial Simplicity provides trained digital assistants to enable investment professionals to SCALE their business dramatically and efficiently, enabling them to deliver HIGH VALUE to their clients while maintaining strict COMPLIANCE with individual customer mandates, firm policies and regulatory requirements For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio management solutions to help financial professionals to serve more clients, and to provide exceptional service while tightly controlling their costs and risks. Our portfolio intelligence systems and our managed services are built around our PROPRIETARY IP and enable us to support our clients with automated portfolio mandate monitoring, and robotic decision support – to help financial professionals to GROW and MANAGE their investment business EFFICIENTLY; and automated portfolio policy compliance – to help wealth management firms PROTECT their investment businesses Financial Services
private:financialsimplicityus-2 916674 Feb 15th, 2018 12:00AM Financial Simplicity - Intelligent Agents for Investment Professionals 103 8.00 Open Financial Services Feb 15th, 2017 10:07AM Feb 15th, 2017 10:07AM Financial Simplicity provides trained digital assistants to enable investment professionals to SCALE their business dramatically and efficiently, enabling them to deliver HIGH VALUE to their clients while maintaining strict COMPLIANCE with individual customer mandates, firm policies and regulatory requirements For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio management solutions to help financial professionals to serve more clients, and to provide exceptional service while tightly controlling their costs and risks. Our portfolio intelligence systems and our managed services are built around our PROPRIETARY IP and enable us to support our clients with automated portfolio mandate monitoring, and robotic decision support – to help financial professionals to GROW and MANAGE their investment business EFFICIENTLY; and automated portfolio policy compliance – to help wealth management firms PROTECT their investment businesses Financial Services
private:financialsimplicityus-2 916674 Feb 14th, 2018 12:00AM Financial Simplicity - Intelligent Agents for Investment Professionals 103 8.00 Open Financial Services Feb 14th, 2017 01:50PM Feb 14th, 2017 01:50PM Financial Simplicity provides trained digital assistants to enable investment professionals to SCALE their business dramatically and efficiently, enabling them to deliver HIGH VALUE to their clients while maintaining strict COMPLIANCE with individual customer mandates, firm policies and regulatory requirements For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio management solutions to help financial professionals to serve more clients, and to provide exceptional service while tightly controlling their costs and risks. Our portfolio intelligence systems and our managed services are built around our PROPRIETARY IP and enable us to support our clients with automated portfolio mandate monitoring, and robotic decision support – to help financial professionals to GROW and MANAGE their investment business EFFICIENTLY; and automated portfolio policy compliance – to help wealth management firms PROTECT their investment businesses Financial Services
private:financialsimplicityus-2 916674 Feb 13th, 2018 12:00AM Financial Simplicity - Intelligent Agents for Investment Professionals 103 8.00 Open Financial Services Feb 13th, 2017 04:11PM Feb 13th, 2017 04:11PM Financial Simplicity provides trained digital assistants to enable investment professionals to SCALE their business dramatically and efficiently, enabling them to deliver HIGH VALUE to their clients while maintaining strict COMPLIANCE with individual customer mandates, firm policies and regulatory requirements For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio management solutions to help financial professionals to serve more clients, and to provide exceptional service while tightly controlling their costs and risks. Our portfolio intelligence systems and our managed services are built around our PROPRIETARY IP and enable us to support our clients with automated portfolio mandate monitoring, and robotic decision support – to help financial professionals to GROW and MANAGE their investment business EFFICIENTLY; and automated portfolio policy compliance – to help wealth management firms PROTECT their investment businesses Financial Services
private:financialsimplicityus-2 916674 Feb 12th, 2018 12:00AM Financial Simplicity - Intelligent Agents for Investment Professionals 103 8.00 Open Financial Services Feb 12th, 2017 04:15AM Feb 12th, 2017 04:15AM Financial Simplicity provides trained digital assistants to enable investment professionals to SCALE their business dramatically and efficiently, enabling them to deliver HIGH VALUE to their clients while maintaining strict COMPLIANCE with individual customer mandates, firm policies and regulatory requirements For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio management solutions to help financial professionals to serve more clients, and to provide exceptional service while tightly controlling their costs and risks. Our portfolio intelligence systems and our managed services are built around our PROPRIETARY IP and enable us to support our clients with automated portfolio mandate monitoring, and robotic decision support – to help financial professionals to GROW and MANAGE their investment business EFFICIENTLY; and automated portfolio policy compliance – to help wealth management firms PROTECT their investment businesses Financial Services
private:financialsimplicityus-2 916674 Feb 11th, 2018 12:00AM Financial Simplicity - Intelligent Agents for Investment Professionals 103 8.00 Open Financial Services Feb 11th, 2017 05:35AM Feb 11th, 2017 05:35AM Financial Simplicity provides trained digital assistants to enable investment professionals to SCALE their business dramatically and efficiently, enabling them to deliver HIGH VALUE to their clients while maintaining strict COMPLIANCE with individual customer mandates, firm policies and regulatory requirements For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio management solutions to help financial professionals to serve more clients, and to provide exceptional service while tightly controlling their costs and risks. Our portfolio intelligence systems and our managed services are built around our PROPRIETARY IP and enable us to support our clients with automated portfolio mandate monitoring, and robotic decision support – to help financial professionals to GROW and MANAGE their investment business EFFICIENTLY; and automated portfolio policy compliance – to help wealth management firms PROTECT their investment businesses Financial Services
private:financialsimplicityus-2 916674 Feb 10th, 2018 12:00AM Financial Simplicity - Intelligent Agents for Investment Professionals 103 8.00 Open Financial Services Feb 10th, 2017 06:43AM Feb 10th, 2017 06:43AM Financial Simplicity provides trained digital assistants to enable investment professionals to SCALE their business dramatically and efficiently, enabling them to deliver HIGH VALUE to their clients while maintaining strict COMPLIANCE with individual customer mandates, firm policies and regulatory requirements For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio management solutions to help financial professionals to serve more clients, and to provide exceptional service while tightly controlling their costs and risks. Our portfolio intelligence systems and our managed services are built around our PROPRIETARY IP and enable us to support our clients with automated portfolio mandate monitoring, and robotic decision support – to help financial professionals to GROW and MANAGE their investment business EFFICIENTLY; and automated portfolio policy compliance – to help wealth management firms PROTECT their investment businesses Financial Services
private:financialsimplicityus-2 916674 Feb 9th, 2018 12:00AM Financial Simplicity - Intelligent Agents for Investment Professionals 103 8.00 Open Financial Services Feb 9th, 2017 08:57AM Feb 9th, 2017 08:57AM Financial Simplicity provides trained digital assistants to enable investment professionals to SCALE their business dramatically and efficiently, enabling them to deliver HIGH VALUE to their clients while maintaining strict COMPLIANCE with individual customer mandates, firm policies and regulatory requirements For over fifteen years, the Financial Simplicity team has passionately focused on developing web based portfolio management solutions to help financial professionals to serve more clients, and to provide exceptional service while tightly controlling their costs and risks. Our portfolio intelligence systems and our managed services are built around our PROPRIETARY IP and enable us to support our clients with automated portfolio mandate monitoring, and robotic decision support – to help financial professionals to GROW and MANAGE their investment business EFFICIENTLY; and automated portfolio policy compliance – to help wealth management firms PROTECT their investment businesses Financial Services

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