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