Life is Complicated , Financial
Planning Should Be Simple.

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Your client’s goals are more sophisticated than
just planning for a lump sum at retirement.

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Symplany

®

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.
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Current Financial Planning Practices Have
Outlived Their Usefulness.