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

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: lnkd.in/gheASw8

Financial Simplicity is an international wealth management services and technology company founded in 2003, based in Sydney, Australia. To know more click here: financialsimplicity.com #financialsimplicity #regtech #wealthmanagement #portfolio #innovation #regulation

Monitor, review & rebalance all your clients’ portfolios before the market opens. lnkd.in/ga_3FyA #financialsimplicity #regtech #wealthmanagement #portfolio #innovation #regulation

Monitoring portfolios to your desired investment structures To read more click here: bit.ly/2KSPzzj #financialsimplicity#regtech #wealthmanagement #portfolio #innovation #regulation

Do you have a wealth management business or practice ? #financialsimplicity #regtech #wealthmanagement #portfolio #innovation #regulation Read here: lnkd.in/g9X5TgJ

Excel may be the best portfolio management software in the world today, however…. To read more, click here: lnkd.in/gjzSM8Y #financialsimplicity #regtech #wealthmanagement #portfolio #innovation #regulation

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: lnkd.in/g4XMU2Y

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: lnkd.in/gg2jUYy #financialsimplicity #wealthmanagement

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. lnkd.in/g6g7CMf

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

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: lnkd.in/gqGkBvqA #wealthmanagement

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: lnkd.in/gn8U-HGj #financialsimplicity #wealthmanagement #portfolio #innovation #regulation

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: lnkd.in/gjmAWJdq #regtech #wealthmanagement #portfolio #innovation

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: lnkd.in/guqMyBSK #regtech #wealthmanagement #portfolio #innovation #regulation

An article in IFA Magazine from our CEO Stuart Holdsworth on the challenges of using spreadsheets for portfolio management. Read this: ifa.com.au/opinion/30162-… #financialsimplicity #regtech #wealthmanagement #portfolio #innovation #regulation

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: bit.ly/31o8JW5 Apple podcast: apple.co/3GRURUf Spotify podcast: spoti.fi/3H1crW1

‘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: lnkd.in/griKGFsa #regtech #wealthmanagement #portfolio

Stuart Holdsworth talks about some of the considerations here in considering and selecting technology applications for financial advice. Click here to read more: lnkd.in/gPjUEVSN #financialsimplicity #regtech #wealthmanagement #portfolio #innovation #regulation

In a recent Financial Review 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: lnkd.in/gxVyKThE #fintech #assetmanagement #wealthmanagemen