Household, client and account-level access
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.
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.