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.

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

Empowering Advisors to Serve Their Clients

Markets Insight • Article

Market Linked CDs Offer a Powerful Duo—Market Exposure with Principal Protection

By SIMON • Jun 22, 2022

Participation in the market typically requires putting principal at risk, but not always.

Market Perspective • Article

No Turning Back: 60/40 Is Out, Is Your Portfolio Ready?

By Joseph Giordano • May 3, 2022

Investors today have expanding investment choices, but what does that mean for building a portfolio that can weather the natural ups and downs of the market?