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AssetLock® is Simplicity’s proprietary communication software that monitors the progression of investment and retirement accounts, and automatically notifies the investor and their financial advisor when pre-determined account levels have been reached. It was designed to help consumers remain committed to their investment plan and help advisors better serve their clients while providing their business with a distinctive edge in the marketplace.

ASSETLOCK®’S ROBUST COMMUNICATION FEATURES GIVE SIMPLICITY WEALTH ADVISOR PARTNERS THE OPPORTUNITY TO:

  • Increase client retention through meaningful communications and the customizable app.

  • Generate leads through the text-to-download and custom Advisor Code features.

  • Simplify the referral process for clients through the app’s text and email referral capabilities.

  • Establish a distinctive voice in the marketplace as an AssetLock®-Equipped Advisor.

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Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, an SEC Registered Investment Advisor. Simplicity Wealth, LLC is an affiliate of and solicitor for Advisory Alpha, LLC. Please review the ADV 2A and solicitor disclosure documents for complete details.

AssetLock® is a tracking software used to monitor the performance of a user’s retirement and/or investment account and/or household. The AssetLock® software compares the user’s account and/or household performance on a daily basis to a pre-determined loss level (known as the “AssetLock® Percentage”). The AssetLock® software will alert the user and/or the advisor if the user’s account and/or household nears or hits the AssetLock® Percentage. The AssetLock® Percentage is only a reference point to help keep the user informed on the performance of the user’s account and/or household. Data and alerts are based on values as of close of the market on the previous business day. While AssetLock® does it’s best to ensure accurate data, AssetLock® is not responsible in the event of incomplete or incorrect data.

The AssetLock® software is monitoring software only and is not an actual stop loss order. It is not a solicitation of securities. The AssetLock® software will not automatically sell any securities. The user, or the user’s financial professional, must initiate any trades or changes. AssetLock® assumes no responsibility or liability for use of the AssetLock® software and will in no event be responsible for any losses. There are no direct fees associated with AssetLock® in the Simplicity Group of Companies.

© 2019 Simplicity Wealth and Simplicity Group Holdings.

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