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
Company Information
SIMON Markets
Founded: 2018
United States
www.simon.io/solutions/
Videos and Screen Captures
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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?
SIMON works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does SIMON support in their product?
SIMON supports these languages: English.
Q: What kind of support options does SIMON offer?
SIMON offers support via phone support and online.
Q: What other applications or services does SIMON integrate with?
SIMON integrates with: Regal.
