NOW AVAILABLE ON SIMON

Defined Outcome ETFs

SIMON's digital solution for structured investments and annuities is now available for defined outcome ETFs. Our defined outcome ETF Learning Center and Marketplace deliver intuitive navigation, user-friendly education, and interactive analytics that simplify workflows for financial professionals.
four cards stacked and tilted with client holdings image, education sliders, and lifecycle events graph
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
a computer with three rows hovering above the machine for Power Buffer ETF Fund with different outcome periods

Questions?

For a personalized walk-through or more information, please contact us.
Our dedicated team is here to help.
phone
877.317.4666
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