Invest in client time, not operations. Simplewealth handles the hard stuff so you and your team can stay focused on meeting clients.
Onboarding, monitoring and reporting is not where the race is won. Avoid the risk and complexity, and dedicate your energy to what really matters; being with your clients.
Independent Asset Managers, family offices and institutions of all sizes can use Simplewealth in different ways. You can report across custodians and show good looking summaries.
A powerful and innovative feature set built for wealth managers by wealth managers.
Reliable & tailored performance attribution taking into account deposits, withdrawals, securities, day-to-day FX and illiquid assets.
Clean data — delivered as a service. Simplewealth Reference Data provides extensive references, clean data, and support for most traded instruments. Forget time-consuming manual reconciliations.
Always know what’s going on with your clients thanks to built-in monitoring of market alerts, latest touchpoint, performance, and open compliance tasks.
Your client data is inside smart containers, hosted on premises or in the cloud. We handle everything critical — data protection, access rights, security, and more.
