MEET SIMON

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.
Platform Features
Platform devices
Our Solutions

One Centralized Platform for Risk-Managed Solutions

Powerful Pre-Sale, Point-of-Sale, and Post-Trade 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
Platform image
  • Platform
    available to

    100,000+financial
    professionals

  • Serves more than

    $5 trillionin assets

  • Across

    50+distributor partnerships
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Connect with Us
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