Smart. Strategic. SIIMPL.
You guide clients through investment decisions every day.
But with limited resources, it is nearly impossible to manage every account on a personalized basis while maintaining profitability. SIIMPL is the solution.
A Personalized Solution
for Any Size Account
SIIMPL creates personalized wealth management strategies for every investor. Develop and implement sophisticated investment plans for your clients that don’t sacrifice flexibility or liquidity.
As Easy as 1-2-3
Work with your clients to answer 3 questions for a personalized wealth strategy
When will you start spending this money?
(Month/Year)
How many payouts would you like?
(Maximum of 600)
What is your risk tolerance level?
(Seven levels: Aggressive Growth to Money Market)