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What is Simply Safe Dividends?

Connect your brokerage account, upload a spreadsheet, or input your holdings manually to keep track of your dividend income, analyze the security of your dividends, measure your diversification, and more. With a straightforward setup, you will have a broad perspective on all your accounts, along with detailed insights into each investment—consistently updated in almost real-time, tailored for those focused on dividends, and all easily navigable with impressive accuracy. As you dive deeper, you will discover additional features, all readily accessible with just a few clicks, ensuring a seamless experience without tripping over a slow or cluttered website. The user interface is designed to be clean and organized, enabling you to manage your portfolio with ease and without any hassle. A key element of our service, Dividend Safety Scores™ provide investors with valuable forecasts regarding dividend risks, giving you the confidence to navigate through difficult market conditions. This optimized method not only improves your investment journey but also equips you to make knowledgeable choices with minimal effort, ensuring you feel in control of your financial future. Additionally, the platform emphasizes user-friendly navigation, making your investment management experience enjoyable and efficient.

What is AdvisoryWorld?

Our robust API facilitates the development of advanced user experiences, gaining the trust of leading investment advisors who depend on AdvisoryWorld’s web applications to improve their wealth management strategies. Users are empowered to explore and assess investment prospects based on a wide array of criteria, such as asset classification, manager experience, performance indicators, and specific investment styles. Investments can be compared effectively through diversification and performance metrics that include Asset Allocation, Hypothetical Historical Performance, as well as various Modern Portfolio Theory metrics like Standard Deviation and Sharpe Ratio, among others. Additional comparisons can be conducted using indicators such as P/E Ratio, Duration, Expense Ratio, and geographic elements like Country and Region, along with Sector and Equity Overlap, all while complying with Standardized Returns requirements set forth by FINRA. The platform simplifies the creation of customizable Asset Fact Sheets and facilitates side-by-side investment comparisons in a user-friendly manner. With institutional-level financial modeling tools seamlessly integrated into an intuitive interface, users can easily build and evaluate portfolios. Moreover, the platform provides in-depth analysis on how factors like dividend reinvestment, capital gains, fees, sales charges, and rebalancing rates influence portfolio performance over time, ultimately delivering a holistic wealth management solution that caters to diverse client needs. This ensures that advisors can tailor their recommendations with precision, enhancing the overall investment experience for their clients.

Media

Media

Integrations Supported

MoneyGuidePro

Integrations Supported

MoneyGuidePro

API Availability

Has API

API Availability

Has API

Pricing Information

$499 per year
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

Simply Safe Dividends

Company Website

www.simplysafedividends.com

Company Facts

Organization Name

AdvisoryWorld

Date Founded

1987

Company Location

United States

Company Website

www.advisoryworld.com

Categories and Features

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

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

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