Innovative Technology Solutions

The Simplicity Wealth platform includes proprietary technologies that are designed to execute the functions of an investment business and enhance the overall client experience. Virtually everything that Simplicity Wealth offers is unified under its secured online portal, Simplicity Connect. Through this portal, Simplicity Wealth advisor partners have access to the account and submission functions, marketing and educational resources, and online training.

BRANDING

The branding automation platform provides access to an inventory of client-facing, customizable materials, as well as optional point-and-click professional print functionality.

SUBMISSION

Simplicity Wealth’s submission platform provides new business, service requests, case design, and compliance processing capabilities as well as efficiently tracks and permanently retains submission history.

RESOURCE

The resource platform is intuitively organized into key topic areas so that Simplicity Wealth advisor partners can seamlessly access client materials, forms, portfolio detail, and training resources.

ACCOUNT ACCESS

Simplicity Wealth’s account access platform allows advisor partners to view analytics and reporting on their books of business, access client account details, generate a variety of client reports, create client households, and create individual client web portal logins.

INTEGRATED THIRD-PARTY TECHNOLOGIES

  • Web File Management
  • Website Management
  • Password Manager
  • Email Marketing Automation
  • Social Media Marketing Dashboard
  • Compliance Monitoring & Archiving

Client Web Experience

Simplicity Wealth’s integrated client web experience is simple and easy-to-use for clients and extends data
from financial institutions to provide added functionality.

  • Household, client and account-level access

  • Aggregation of all client accounts

  • Cash flow detail over multiple time periods

  • Diversification and asset class detail

  • Detailed return information over multiple time periods

  • Flexible document vault

Learn More About Simplicity Wealth

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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 Simplicity Solutions, LLC, an SEC Registered Investment Advisor.

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