The Symplany® Offering
Forming a clear path to prosperity for clients through Symplany’s software, methodologies, and education provided to advisors.
See Plan-Driven Investing in action.
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Guide your client through plan changes in the same meeting.
Imagine your client informing you of their desire to purchase a $500k vacation home within the next five years during your annual meeting with them. They ask, "Is this possible? Do we need to decrease spending? Will we need to retire a year later?"
Traditionally, this discussion might end with you committing to follow up with them. It takes time and energy to manually determine the impact this update will have on the plan.
Not with Symplany.
Symplany enables you to make immediate changes to your client’s plan and witness it update in real-time. This fosters engaging, collaborative, and educational discussions every time you meet.
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Symplany takes the headache out of trading your client’s accounts as a response to a change in their plan.
Your client just informed you that they’ve sold the business they’ve held for 20 years. After congratulating them (of course), you realize that’s a pretty substantial plan change that will certainly affect how their portfolio is allocated over time.
Traditionally, you might be asking yourself, "Which accounts should be updated to reflect this change? Should I update the models they’re currently invested in?" You lose time and energy as you complete this tedious task.
Not with Symplany.
With Symplany, your trading to align the portfolio after a plan change is fast and easy: with just a few clicks, your client’s plan is updated, and the portfolio is ready to trade as a response.
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Continue to gain the trust of your clients through Symplany’s suite of behavioral investment counseling tools.
As an advisor, you know that you’re #1 priority is instilling client confidence in their plan. It can be challenging to convey your client's plan in a way that captures the big picture and withstands the test of time.
Not with Symplany.
Symplany provides you with compelling visualizations of how specific portfolios support specific plans. These dynamic illustrations enable you to tell clients compelling stories of how their specific investments are tailored to meet their specific needs. With newfound understanding, confidence, and patience, clients approve and support how their investments fund their plans.
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What sets Symplany apart?
What Symplany offers
Symplany’s offering is comprised of personalized advisor training and support, a suite of story-telling client education visualization tools, and intelligent, real-time plan and portfolio management software, built and backed by over 30 years of experience in the financial industry.
It all starts with a thought 💭
Your client needs an answer to one really important question: “Will I be able to retire comfortably?”
They might also ask:
“What happens when the market’s down?”
“Am I saving enough? Spending too much?”
“If I buy a new car in five years, how will that delay my retirement?”
These are important, valid questions. Your client cares about their future. They want to manage it wisely—or at least they’re aware of the importance of doing so.
The big question is: how do you answer them? How do you assure your client that these tough questions will be addressed with care and attention?
Traditionally, advisors might focus on choosing funds or timing investments. They might rely on spreadsheets or complicated charts to explain things, often after having their client fill out generic risk questionnaires.
But you aren’t an ordinary advisor. You see the world differently. You honor the importance of the Plan and prioritize it ahead of the investment portfolio. You embrace the essence of Plan-Driven Investing, where plans and portfolios align to foster clear, confidence-building conversations with your client.
The Plan is the foundation 📝
Your client has dreams, aspirations, and concerns. While no one can predict the future or how markets will perform, Plan-Driven Investing provides a roadmap to help your client prepare for any market conditions.
Symplany’s tools and services help you build that Plan for your client’s future. In just one meeting, you can walk them through everything they need to understand and embrace their vision of financial freedom—from now to retirement, and ultimately when they pass on their Plan to their family as part of their legacy.
With Symplany, you can easily capture all the important details that shape your client’s Plan, such as:
When they hope to retire,
Their goals (i.e. quantifying what they cherish most),
Expected sources of income (e.g. Social Security),
Current savings (e.g. a 401(k) or brokerage account)
These details are part of what contribute to the Plan and investment strategy Symplany’s software will calculate for your client—instantaneously. In a matter of minutes, you and your client can talk through their vision for their future and see it in action.
Your client’s experience matters 🌟
You and your client are working together to achieve their dreams. But it’s not just about the numbers—it’s about how your client feels along the way. Their attitude toward saving and spending plays a big role in the success of their Plan. Symplany empowers you to guide them on this journey and help them stay focused on what matters.
For example, Symplany offers unique visual tools to show market trends over time, making it easier for you to demonstrate the importance of sticking to the Plan, even during market fluctuations.
Whether your client is new to investing or a former CFO, the Symplany Indicator℠ gives them a single value that shows how well their portfolio supports their Plan. This proprietary calculation visually communicates their likelihood of success, so you can have more clear and meaningful conversations. To read more about the number that inspires client success, click here.
Your experience matters 🌟
While your focus is on your client, your own experience is equally as important. Symplany is designed to make your workflow simpler and more energizing, so you can spend more time doing what you love—working with clients, imagining their future, and maybe even fitting in a round of golf when the weather’s nice.
Managing your client’s Plan, adjusting their asset allocation, and trading their portfolio in response to changes shouldn’t take hours. With Symplany, these tasks take just minutes. You can manage each client’s unique portfolio with less time and effort, thanks to features like tax-loss harvesting and capital gains management.
Your day-to-day workflow is now more effortless and energizing than ever before.
With thousands of clients and over 10 years of real-world use, Symplany’s methodology and software are proven to help advisors like you have better conversations, educate clients, and work more efficiently.
Let’s connect 🤝
Are you ready to transform how you and your clients plan for the future? Let’s talk. Whether it’s a quick chat or a detailed demo, we’re here to help you explore Symplany and see how it can enhance your practice.