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Simplewealth platform

Let Money Managers focus

Focus on your clients

Invest in client time, not operations. Simplewealth handles the hard stuff so you and your team can stay focused on meeting clients.

Get straight to what matters

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.

Simplewealth is flexible

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.

Performance reporting

Reliable & tailored performance attribution taking into account deposits, withdrawals, securities, day-to-day FX and illiquid assets.

Reference data

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.

Client metrics

Always know what’s going on with your clients thanks to built-in monitoring of market alerts, latest touchpoint, performance, and open compliance tasks.

Client data protection

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.