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.
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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

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
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INDUSTRY PERSPECTIVE

SIMON Markets Insight

Empowering Advisors to Serve Their Clients
Engage with Us

  • Platform
    available to

    100,000+financial
    professionals


  • Serves more than

    $5 trillionin assets


  • Across

    50+distributor partnerships
Learn more
Connect with Us
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