Financial Simplicity

Enabling wealth management firms achieve sustainable market leadership without compromise

[Financial Simplicity @FinSimplicity]

In a recent @AFR article on fintech, I spoke to @Ninahendy about the honeypot of investment options & information out there that investors can read about online & where they want to invest. Read the full article: https://t.co/9sXnM7t33y
#fintech #assetmanagement #wealthmanagemen

[Financial Simplicity @FinSimplicity]

Stuart Holdsworth talks about some of the considerations here in considering and selecting technology applications for financial advice. Click here to read more: https://t.co/y9F2N0fKOx

#financialsimplicity #regtech #wealthmanagement #portfolio #innovation #regulation

[Financial Simplicity @FinSimplicity]

‘The relationship between technology & humans is ever changing’

Stuart Holdsworth talks about the complementary nature of technology and human interaction..’ & put in the link & blog image. Click here to read: https://t.co/PlHH6ApM1u

#regtech #wealthmanagement #portfolio

[Financial Simplicity @FinSimplicity]

Stuart's first guest is the exceptionally informative Rich Arnold. Rich brings 40 years of strategic, corporate, & M&A experience in wealth management.
Google podcast: https://t.co/rpTrgYE5xM
Apple podcast: https://t.co/2YGhk2mpVO
Spotify podcast: https://t.co/BFjDMaSZRQ

[Financial Simplicity @FinSimplicity]

An article in IFA Magazine from our CEO Stuart Holdsworth on the challenges of using spreadsheets for portfolio management. Read this:
https://t.co/zdH7AscUYv

#financialsimplicity #regtech #wealthmanagement #portfolio #innovation #regulation

[Financial Simplicity @FinSimplicity]

There’s growing acceptance that the future of the private wealth industry will involve servicing each & every client on a more personalised basis... If you to read more, click here: https://t.co/7Ksa1uZgHG

#regtech #wealthmanagement #portfolio #innovation #regulation

[Financial Simplicity @FinSimplicity]

Personalised portfolio management empowered by technology is key to the future value proposition to consumers.
Below is the link to read more about the tech usage crucial as clients seek bespoke experience: https://t.co/guHjQke398
#regtech #wealthmanagement #portfolio #innovation

[Financial Simplicity @FinSimplicity]

We live in unprecedented times, and managing people’s monies is not immune from the evolving changes in the world today. Click here to read more: https://t.co/LMW2tg8FIX

#financialsimplicity #wealthmanagement #portfolio #innovation #regulation

[Financial Simplicity @FinSimplicity]

A common frustration that we hear in the private wealth management segment of the industry is about how investments are classified by third-party providers, perhaps investment platforms or software providers.
Click here to read more: https://t.co/v1EwqQjMGL
#wealthmanagement

[AusSailingTeam @AusSailingTeam]

Matt Wearn is metres away from a massive moment! He's so close to securing Gold. Go Wearnie! #GoAusSailors @AUSOlympicTeam

[Financial Simplicity @FinSimplicity]

We were delighted to see a report from Praemium / Business Health outlining the 7 key metrics for wealth practice success.
Click the link below on how Financial Simplicity helps firms improve on all of these metrics at the same time.
https://t.co/b3Inqt4vbM

[Financial Simplicity @FinSimplicity]

I get asked a lot by fund managers whether they ‘should’ be having listed versions of their funds, & often offer the same commentary in response, that of – it depends on what you are trying to achieve.
Read more: https://t.co/7q5gj3SHMC

#financialsimplicity #wealthmanagement

[Financial Simplicity @FinSimplicity]

When talking about client investment propositions, a wealth management firm made the analogy that managing many client specific investment portfolios is like spinning many different plates…”
Read more: https://t.co/xx8ak3Q8pU

[Financial Simplicity @FinSimplicity]

Excel may be the best portfolio management software in the world today, however….

To read more, click here: https://t.co/7YrpNoxLBc

#financialsimplicity #regtech #wealthmanagement #portfolio #innovation #regulation

[Financial Simplicity @FinSimplicity]

Do you have a wealth management business or practice ?

#financialsimplicity #regtech #wealthmanagement #portfolio #innovation #regulation

Read here: https://t.co/3ZGfp1aOlW

[Financial Simplicity @FinSimplicity]

Monitoring portfolios to your desired investment structures

To read more click here: https://t.co/zelgj1OCYe

#financialsimplicity#regtech #wealthmanagement #portfolio #innovation #regulation

[Financial Simplicity @FinSimplicity]

Monitor, review & rebalance all your clients’ portfolios before the market opens.

https://t.co/drC0ALO4Ub

#financialsimplicity #regtech #wealthmanagement #portfolio #innovation #regulation

[Financial Simplicity @FinSimplicity]

Financial Simplicity is an international wealth management services and technology company founded in 2003, based in Sydney, Australia. To know more click here: https://t.co/m3S5JEvEu7

#financialsimplicity #regtech #wealthmanagement #portfolio #innovation #regulation

[Financial Simplicity @FinSimplicity]

Changing times upon us without doubt, and it is really saddening to see the fruits of so much work and effort for many disappearing in front of our eyes.

#financialsimplicity #wealthmanagement #portfolio #innovation

For more information, click here: https://t.co/8799MEK1vd

[Financial Simplicity @FinSimplicity]

One of the challenging things about being client-centric with portfolio management is that often clients have investments that are on several platforms, in several currencies, and different asset types.

#financialsimplicity #regtech #wealthmanagement #portfolio #innovation