RISK-MANAGED SOLUTIONS

Optimize and Scale with One Centralized Platform

Experience structured investment and annuity solutions that work for the advisor—with pre-sale, point-of-sale, and post-trade analytical tools—so advisors can stay focused on their clients.
four cards stacked and tilted with client holdings image, education sliders, and lifecycle events graph
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

Seamless, real-time advisor access to structured investments and annuities

  • Simplified, centralized marketplace
  • Intuitive navigation and smart filtering options
  • Interactive investment details pages explain how products work
  • Streamlined order entry and status tracking
a computer with three rows hovering above the machine for Fixed Indexed Annuity, Callable Market Linked Income Note and Market Linked Growth Note
LIFECYCLE

Performance management, simplified and optimized

  • An advisor’s book of SI business, centralized in one place
  • In-depth analytics for 40,000+ past offerings and secondary values
  • Client and account filtering options for integrated networks
  • Lifecycle event monitoring and tracking
Lifecycle for annuities coming soon.
a bar graph for lifecycle events with three bars for February, March and April. There is a hover box on the March box labelling it $32.00M and AutoCall
Analysis Tools
WHO WE WORK WITH

Solutions for Wealth Management

SIMON offers a centralized hub of insight, tools, and analytics to help grow and scale wealth management businesses.
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 and Home Offices
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
Learn more
Connect with Us
Please complete the following information and we will contact you.
I am a (optional)