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Financial Simplicity has announced the release of new portfolio review technology that allows users to generate mass ‘single batch’ client tailored reviews in moments.
The Financial Simplicity Enterprise Edition also enables financial advisers to implement simultaneous portfolio modelling and rebalancing decisions for all clients in one keystroke.
Stuart Holdsworth, managing director, said the developments would significantly increase cost efficiencies for portfolio managers and wealth advisers.
“In this new era of client-centric wealth management, wealth advisers are looking to add demonstrable and quantifiable value to sustain ongoing advisory fees,” Holdsworth said.
“For many, this value-added component is best achieved during the portfolio construction and review process.”
Holdsworth believes the technology will help advisers react to market movements and consequently make changes to model portfolios “as fast as possible, in an accurate, consistent and repeatable manner”.
