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