Simple Suite is a wealth and financial planning tool that is highly flexible and helps increase adviser productivity and engage clients. From risk and sustainability profiles, to values and beliefs, make it easy for clients to share the data needed to build individual wealth plans. Customise every aspect of the advisory process by selecting the modules best suited for each client’s financial needs, preferences, and goals.

• Gather profile data and financial information
• Understand values and beliefs
• Define and set wealth goals
• Integrate with existing banking channels
  …with or without the help of a financial adviser