Your Investment Platform, Reimagined.
Our platform simplifies the complexity of the modern investment landscape
SIMON Integrates with Rowboat Advisors’ Cutting-Edge Portfolio Optimization Software to Enhance Portfolio Allocation Tool for Wealth Managers
Envestnet Insurance Exchange Powered By Collaboration Between FIDx & SIMON
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
Diverse Investment Options
SIMON Markets Insight
Empowering Advisors to Serve Their Clients
Our SI Year in Review is Back! See what happened in 2021.
Annuity Sales are Rebounding…Are You Keeping Up?
$5 trillionin assets
Serves more than