Our Platform
With thousands of clients and over 10 years of real-world use, our methodology and software are a proven way to facilitate better conversations, educate clients, and advise more efficiently.
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.
With Symplany, you have the power to make changes to your client’s plan in the same meeting and witness these changes updating in real-time—fostering engaging, collaborative, and educational discussion 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, trading 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.
With Symplany, you have access to visualization tools, such as our proprietary Symplany Indicator℠, that enable you to tell compelling stories surrounding how the portfolio is capable of supporting their plan given enough time, money and patience.
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