AVAILABLE ON SIMON
Target Return ETFs
SIMON's digital solution for structured investments and annuities is also available for target return ETFs. Our target return ETF Learning Center and Marketplace deliver intuitive navigation, user-friendly education, and interactive analytics that simplify workflows for financial professionals.
LEARNING CENTER AND DASHBOARD
Streamlined Insight and Resources
Education
Access overview and sponsor-specific ETF resources in video and PDF format
Admin Reporting
Monitor user training activity in the Management Dashboard and export reports to track completion
Training
On-demand training courses from introductory basics to product details
User Tracking
Users can view their training progress at-a-glance in their personalized Dashboard
MARKETPLACE
Intuitive Navigation
Filter and sort offerings directly within the Marketplace for a more streamlined experience, consistent with the navigation available on the SI and annuities sides of the platform
Centralized Details
View high-level product details, including current fund terms throughout the outcome period, illustrative investment highlights, and access to fund facts
Robust Analytics
Utilize the Comparison Calculator to compare available funds based on market views, client investment horizon, and risk tolerance
Questions?
For a personalized walk-through or more information, please contact us.
Our dedicated team is here to help.
Our dedicated team is here to help.
