Your Investment Platform, Reimagined.
Our end-to-end digital experience empowers financial advisors to learn, invest, and discover the impact that risk-managed solutions have on their business.
One Centralized Platform for Risk-Managed Solutions
Powerful Pre-Sale, Point-of-Sale, and Post-Trade Analysis Tools
- Investment Platform
- Analysis Tools
Robust Product Education
Detailed course coverage, from introductory basics to product-specific features
Diverse Investment Options
Real-time access and analytics for all structured investment and annuity products, available within one streamlined Marketplace
A seamless, end-to-end experience for holistic performance tracking and portfolio management
Fully integrated pricing capabilities to build solutions tailored to a client's investment objectives
SIMON Markets Insight
Empowering Advisors to Serve Their Clients
Markets Insight • Article
A New Class of ETFs Creates New Opportunities to Manage Risk
Defined Outcome ETFs provide exposure to the price return of a broad equity market (like the S&P 500) and typically offer some level of upside participation, often capped, as well as a specified level of downside protection.
$3 trillionin assets
Serves more than