Life is Complicated , Financial
Planning Should Be Simple.
Your client’s goals are more sophisticated than
just planning for a lump sum at retirement.
Designed for Clients in or near retirement
Symplany is an integrated planning and portfolio management tool. Not only can you collaborately build a plan in minutes-as opposed to hours-you can also deliver an intelligent portfolio tailored to your client’s situation.
An advisor’s behavior around stocks is what makes them wealthy.
Current Financial Planning Practices Have
Outlived Their Usefulness.