Win clients faster
and keep them around longer
Client plan reviews no longer need to be tedious and unproductive.
As life happens your client’s plan can be quickly adjusted with the Simplicitree software.
A better way to plan
Simplicitree makes your job easy
This next generation financial planning system was designed by advisers
with one goal in mind—to win clients by empowering them to control their retirement.
Build plans together
Sit with clients and build their retirement plan together in minutes with our simple interface. By weaving clients’ input and direction into their plan, you’ll prove your value, earn their trust and empower clients to take ownership over their retirement.
Collaborate in Real-Time
Client plan reviews don’t need to be tedious and unproductive. You can make adjustments to client retirement plans on the spot with Simplicitree, making meetings more productive.
Organize Assets
Finally, an understandable way to help your clients diversify their assets. Visually empower your clients to make smart financial decisions.
Understand and Plan for Income
Clearly visualize your clients retirement income shortfall and open the door to share your value through strategic income planning.
We use the psychology of colors within Simplicitree, helping our clients see the value your firm brings by turning their fears into accomplishments.
Plan to Save Taxes
Planning to save tax on your clients retirement assets has never been easier. Helping clients plan to reduce their future tax liabilities is nothing more than a conversation away since Simplicitree clearly visualizes their tax obligation positioning you to make a huge impact.
Solve for clients’ specific rate of return
Stop measuring success
against the markets
Solve For
Retirement Rate
3.27%
Quickly determine the rate of return your client needs from their investments to retire without the fear of running out of money.
Solve For
Preservation Rate
5.63%
Illustrate the rate of return your client needs to preserve their principal while living off the interest their investments provide each year.
Solve For
Legacy Rate
7.14%
Help your client plan to leave a legacy by solving for the rate of return they need to provide a financial legacy for those they love.
Effective Planning. Every Time.
Building retirement plans
has never been this easy
Seeing is believing! Schedule your live demo and see first hand how simple and powerful Simplicitree
is and how it can forever change how you plan for your clients.
Start your No Obligation, No Contract 30 day free trial of Simplicitree today!