联系人姓名:Stuart Holdsworth
联系人职务详情:ceo
联系人职务:
联系人职位:CEO
联系人职位资历: c_suite
联系人城市:Sydney
联系人所在州:New South Wales
联系人国家:Australia
联系人邮政编码:
公司名称:Financial Simplicity
业务域:financialsimplicity.com
商业 Facebook网址:https://www.facebook.com/financialsimplicity
商业 linkedin :http://www.linkedin.com/company/916674
商业推特:https://twitter.com/FinSimplicity
企业网站:http://www.financialsimplicity.com
商业 天使列表:
企业成立年份:2003
业务城市:Sydney
企业邮政编码:2000
业务状态:New South Wales
业务所在国家:Australia
业务语言:English
业务员工:6
业务类别:finance
业务特长:mass tailored portfolio managment technology, managed accounts, model portfolios, wealth management, model based portfolio management, collaboration, financial services
商业技术:outlook,office_365,varnish,apache,google_analytics,wordpress_org,google_maps,mobile_friendly
业务描述:Financial Simplicity helps wealth managers and financial advisers with: Model Portfolios, Managed Accounts, Portfolio Rebalancing, MDAs, & Compliance