Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    500 Ratings
    Company Website
  • MedTrainer Reviews & Ratings
    238 Ratings
    Company Website
  • Eurekos Reviews & Ratings
    73 Ratings
    Company Website
  • CYPHER Learning Reviews & Ratings
    450 Ratings
    Company Website
  • Thinkific Reviews & Ratings
    555 Ratings
    Company Website
  • CHARMS Reviews & Ratings
    22 Ratings
    Company Website
  • HSI Donesafe Reviews & Ratings
    148 Ratings
    Company Website

What is SIMON?

Explore structured investment alternatives, annuities, and specialized return ETF options, all supported by a suite of analytical tools that enable advisors to focus on their clients' requirements. Our extensive array of educational resources, which features concise videos and informative PDFs, is crafted to effectively communicate crucial product knowledge to clients during key interactions. By providing comprehensive education on a variety of asset categories, from basic principles to detailed product information, we ensure that learning remains engaging and accessible for advisors at every experience level. Additionally, with customized compliance tracking and supervisory tools, advisors can navigate self-paced certification while allowing home offices to exercise real-time oversight. The automation and integration of processes facilitate smooth access to products and educational materials for wealth management firms and financial professionals alike. By optimizing education, operational processes, and compliance monitoring, while ensuring a direct link to a centralized product database, we enhance service delivery efficiencies. This holistic strategy not only empowers advisors but also strengthens client relationships and leads to improved financial results. Furthermore, by bridging educational gaps and operational challenges, we create a more supportive environment for advisors, ultimately benefiting their clients' investment journeys.

What is KidBrooke OutRank?

Quickly develop innovative, reliable, and secure wealth management solutions by leveraging our financial simulation engine through adaptable APIs, which are currently transforming wealth services across various financial institutions. OutRank streamlines financial decision-making by utilizing simulations that assess the personal balance sheets of your clientele. This extensive customer experience empowers both financial advisors and clients to consider all dimensions of personal finance as they evolve throughout different life stages, especially when making significant financial decisions. With the OutRank API, pension providers can design sophisticated retirement plans tailored for both the accumulation and decumulation phases. Depending on the specific business model, this technology enables your advisors or clients to adeptly handle the intricacies of retirement planning, providing intuitive resources for financial decision-making. Our APIs are crafted with precision by industry veterans, guaranteeing that the foundational models uphold exceptional standards of quality and dependability. Consequently, clients can anticipate a more customized and efficient method for managing their wealth, ultimately enhancing their overall financial experience. This approach not only fosters stronger relationships between advisors and clients but also contributes to more informed financial planning and investment strategies.

Media

Media

Integrations Supported

Regal

Integrations Supported

Regal

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SIMON Markets

Date Founded

2018

Company Location

United States

Company Website

www.simon.io/solutions/

Company Facts

Organization Name

KidBrooke

Company Location

Sweden

Company Website

kidbrooke.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Popular Alternatives

PriceMetrix Reviews & Ratings

PriceMetrix

McKinsey & Company

Popular Alternatives

Summit Reviews & Ratings

Summit

Summit Wealth Systems
PriceMetrix Reviews & Ratings

PriceMetrix

McKinsey & Company
enVisual360 Reviews & Ratings

enVisual360

enSynergy Professional Services