Solution introduction
The Simplicity Solutions Edge
You do everything for your clients—from financial planning to investment selection and more. Now you can add a trusted, experienced partner to help you step away from back-office tasks, increase profitability, and spend more time engaging your clients, face to face
Comprehensive Technology Platform
The Simplicity Solutions platform is flexible to accommodate how your team operates. Our technology platform begins with prospecting and a proposal generator, and extends into client service with trading, billing, compliance, and reporting solutions. You can even find the integrations that fit you best with the help of a Simplicity Solutions consultant.
Consultative Support
Paperwork, administrative tasks, billing… you got into this industry to help clients plan to live a full life, not to push paper. Our operations specialists are experts in all the back-office tasks an RIA firm encounters, and we can customize processes to fit your firm.
Unique Investment Strategies
Our Investment Committee and Compliance Department carefully vet each manager on our UMA platform. Our approach allows us to offer a wide selection of quality investment options so you can meet each client’s unique needs.
