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.

Stocks alone will not make your client’s wealthy.
An advisor’s behavior around stocks is what makes them wealthy.

Current Financial Planning Practices Have
Outlived Their Usefulness.