Key Services & Features
Both client and advisor can view daily account commentary
Full Access to over 7,650 Mutual Funds from over 200 leading fund houses
Make a filtered fund search orientated around specific investment criteria with the capability to compare alternative funds
Informative continuous up-to-date support of holdings with portfolio breakdown
Less Paperwork, documentation and forms ensure investing is time and resource efficient
Market leading charging structures
Full portfolio transparency
Flexibility - Covers all products
Automated continuous reporting
Offshore Custodian Account
Value - Lower trading fees
Benchmarked fund information from Morningstar®
The Information available on the platform is truly independent and provided by Morningstar, a world leader in financial information. Morningstar supplies daily feeds to the Simplicity Investment Platform, covering its fund range.
A well established leading provider of independent investment research providing information to investors around the world Started more than 15 years ago, bringing a simple idea to all investors: fund returns should be compared on a cost and risk adjusted basis Especially well known for its rating system for mutual funds Serves approximately 7.4 million individual investors, 245,000 financial advisers, and 4,200 institutional clients Provides data on over 4 million investment products Operations in over 20 countries
Fund Fact Sheets
The Fund Fact Sheet is a one page summary of a fund, providing information ranging from the funds inception date, the performances of the fund to the underlying assets within the fund. The information is provided by Morningstar.
Identify investments you’re interested in by what’s important to you. Search controls work individually or can be combined to define your specific investment criteria.
My Alerts allows you to monitor funds with pre-set gain and fall percentage targets. When a fund’s performance reaches your pre-set target, both you and your financial adviser receive an automated email.
Monthly Statements via email
Monthly Statements are sent to you by email at the end of every calendar month. The statements display a complete overview of assets, including cash positions and a summary of holdings with a portfolio breakdown.