INVESTMENT PLATFORM
One Centralized Platform for Risk-Managed and Alternative Solutions
Experience structured investment, annuity, alternative, and digital asset solutions—with a suite of analytical tools—so advisors can stay focused on their clients
LEARNING CENTER
Engaging Educational Resources
Extensive Video Library
A growing library of 90+ premium educational videos deliver interactive product training that is easy to consume and available 24/7, with a dashboard to track advisor progress
Client-Friendly Resources
From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most
Product Training for All Levels
Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels
Compliance Tracking
Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight
MARKETPLACE
Discover hundreds of product options across multiple asset classes
- Simplified, centralized product marketplaces
- Intuitive navigation and smart filtering options
- Interactive investment details pages explain how products work
- Streamlined order entry for SI and position monitoring for annuities and ETFs
LIFECYCLE
Performance management, simplified and optimized
- An advisor’s book of SI business, centralized in one place
- In-depth analytics for 90,000+ past offerings and secondary values
- Client and account filtering options for integrated networks
- Lifecycle event monitoring and tracking
Analysis Tools
WHO WE WORK WITH
Solutions for Wealth Management
SIMON streamlines and centralizes workflows for wealth managers and advisors to help grow and scale businesses. Our open network platform, available across product manufacturers, distributors, and wholesalers, ensures professionals have the flexibility and access they need to support the evolving portfolio needs of clients.
Product Manufacturers
Issuers and Carriers
Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time
Wealth Management Firms
Product Managers, Home Offices, and Custodians
Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository
Financial Professionals
Registered Representatives, Registered Investment Advisors, and Licensed Insurance Professionals
Simplify with all-in-one access to risk-managed solutions and achieve timesaving, efficient workflows for better-informed investment decisions and better-focused client conversations