MEET SIMON

Your Investment Platform, Reimagined.

Our end-to-end digital experience empowers financial professionals to learn, invest, and discover the impact that risk-managed and alternative investment solutions have on their business.

Platform Feature

Our platform simplifies the complexity of the modern investment landscape

iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

Our team members are our greatest asset

Our Solutions

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

Lifecycle Management

A seamless, end-to-end experience for holistic performance tracking and portfolio management

Customized Solutions

Fully integrated pricing capabilities to build solutions tailored to a client's investment objectives

INDUSTRY PERSPECTIVE

SIMON Markets Insight

Structured Investments in Action Part III: Trade-Offs in Pursuit of Enhanced Income

By SIMON • Feb 10, 2022

Learn some of the benefits and considerations of using structured investments to pursue enhanced coupons.

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Platform
available to
100,000+financial
professionals
Serves more than
$5 trillionin assets
Across
50+distributor partnerships