What Does SIIMPL Do?
SIIMPL makes managing your client’s assets easy. It is capable of accommodating any financial plan for any kind of investor. This software:
Creates Customized Asset Transition Timelines
that reduce investor’s equity exposure on specific assets
as they near liquidation.
Provide financial flexibility and liquidity
with the capacity to adjust a SIIMPL plan at any time and
move client’s assets in and out of their plan as needed.
Gives You Complete Investment Freedom
to determine when assets will begin liquidating, how long
they should be held, and how riskily they will be invested.
Provides a Heightened Investing Experience
by simplifying and expediting the investment management
process.
What Does a SIIMPL Strategy Look Like?
Have your clients answer these 3 questions and SIIMPL does the rest.
When will you start
spending this money?
How many annual payouts
would you like?
What is your
risk tolerance level?
In-Depth Customization to Meet
Investor Demands
Establish firm-wide defaults or adjust the settings on a plan-by-plan basis,
whichever makes your life easiest. Some of these settings include:
Contribution-Based Methodology (Defined Contribution)
Asset Liquidation Goals (ALGs) are based on amounts contributed into each sub-portfolio.
Outcome-Based Methodology (Defined Benefit)
The Asset Liquidation Goal (ALG) for each sub-portfolio is defined, and then each ALG’s deposit is calculated.
Pro Rata:
Deposits are allocated equally across the total number of sub-portfolios.
In Phases:
Deposits can be allocated across multiple phases (maximum of 6). Select the number of phases, the number of years in each phase, and the percentage of assets paid out within each phase.
Varying Amounts:
Deploy a specified amount of money into each sub-portfolio. These amounts can be entered manually or directly imported from an Excel spreadsheet. Up to 600 sub-portfolios can be created.
Sleeve #1 (only):
Establish the ALG for the first sub-portfolio’s payout, and the remaining ALGs will match or increase by an inflation protection %.
Varying Amounts:
Establish a specific ALG for each sub-portfolio. These amounts can be entered manually or imported. Up to 600 sub-portfolios can be created.
Maximize Current Balance:
Maximize an investor’s ALG for each sub-portfolio based on the total amount of investable assets. SIIMPL will identify the amount deposited into each sub-portfolio in order to maximize a level payout amount for each sub-portfolio. Or SIIMPL will identify the amount deposited into each sub-portfolio so the ALG of each sub-portfolio increases by the inflation protection percent.
Ongoing Deposits:
Establish ongoing deposits to be automatically invested according to your client’s SIIMPL plan.
Liquidation Timeline:
Allows the advisor to select the frequency money will be paid out to each individual client. Payouts can be made annually, semi-annually, quarterly, or monthly.
Flexibility and Liquidity:
Adjust a SIIMPL plan at any time or move your client’s money out
Plan for Inflation:
SIIMPL can help plan for inflation. Select the annualized percentage increase for each payment, and SIIMPL will make the necessary adjustments. Annualized payout increase % ranges from 0% to 6.0%— increasing in 0.5% increments.
Asset Transition Timeline:
Allows the advisor to adjust the duration assets are held in each
investment strategy.
Probability Indicator:
Identify the probability of meeting an investor’s desired Asset Liquidation Goal based on their risk temperament, time horizon, holding period duration, and amount of money available for deposits.
Deliver a customized strategy that
meets every investor’s goals
