Audience

Digital wealth management experience solution for companies

About SIMON

Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository.

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Integrations

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Company Information

SIMON Markets
Founded: 2018
United States
www.simon.io/solutions/

Videos and Screen Captures

SIMON Screenshot 1
SIMON Screenshot 1
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Product Details

Platforms Supported
Cloud
Support
Phone Support
Online

SIMON Frequently Asked Questions

Q: What kinds of users and organization types does SIMON work with?
Q: What languages does SIMON support in their product?
Q: What kind of support options does SIMON offer?
Q: What other applications or services does SIMON integrate with?

SIMON Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting