https://store-images.s-microsoft.com/image/apps.57351.2e0cbf34-ded5-48e5-877f-ae586771a0df.f0108ac5-d6d2-4cf2-a19f-8a9c34b2699d.d94bc19e-6f64-4af9-80d7-7c0310e17782
portfoliocopilot
FINANCIAL SIMPLICITY AUSTRALIA PTY LTD
portfoliocopilot
FINANCIAL SIMPLICITY AUSTRALIA PTY LTD
portfoliocopilot
FINANCIAL SIMPLICITY AUSTRALIA PTY LTD
A portfolio control system to help wealth managers monitor and make portfolio decisions
For wealth and investment managers, Financial Simplicity's portfolio control system is a highly configurable open architecture B2B Saas application that helps those who manage large numbers or customised investment portfolios do so with ease. This often replaces the use of spreadsheets and other less robust solutions.
The Financial Simplicity enables firms with breakthrough efficiency to:
- configure their investment proposition, their way, in the form of model portfolios, and asset allocations with associated rules
- set out risk profiles for different investor types consisting of highly configurable asset allocation ranges and portfolio composition rules
- load their client portfolios from external investment platforms and custodians
- set individual client portfolio mandates relating to their investment proposition combined with a comprehensive set of portfolio rules, preferences and constraints for that client (of client group)
- monitor all their client portfolios in a single heat map screen (see image below)
- interrogate and model each individual client portfolio with pre-calculated and pre-compliant co-pilot adjustments
- generate great looking client portfolio review reports and or order lists
- run workflows to determine adjustments / rebalance large numbers of client portfolios at the same time, generating individual or bulk order lists
- filter and process orders for execution
- perform bulk trade allocation to participating portfolios rapidly
https://store-images.s-microsoft.com/image/apps.49787.2e0cbf34-ded5-48e5-877f-ae586771a0df.f0108ac5-d6d2-4cf2-a19f-8a9c34b2699d.7da8c94c-6d06-40d7-b8d4-f9fb39427563
https://store-images.s-microsoft.com/image/apps.49787.2e0cbf34-ded5-48e5-877f-ae586771a0df.f0108ac5-d6d2-4cf2-a19f-8a9c34b2699d.7da8c94c-6d06-40d7-b8d4-f9fb39427563
https://store-images.s-microsoft.com/image/apps.18243.2e0cbf34-ded5-48e5-877f-ae586771a0df.f0108ac5-d6d2-4cf2-a19f-8a9c34b2699d.b4b10174-dfbe-41f8-aa1c-9ec61838e4ca
https://store-images.s-microsoft.com/image/apps.44477.2e0cbf34-ded5-48e5-877f-ae586771a0df.f0108ac5-d6d2-4cf2-a19f-8a9c34b2699d.07f01a9d-35f2-46c6-ab95-5021bb468ec0
https://store-images.s-microsoft.com/image/apps.44531.2e0cbf34-ded5-48e5-877f-ae586771a0df.f0108ac5-d6d2-4cf2-a19f-8a9c34b2699d.f8f8fd6f-bc2f-443a-99fc-e04ce8e27db9