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SimplyWealth
Holistic Financial Planning
SimplyWealth platform allows a holistic view and full suite of financial planning tools to empower financial advisers to have a deeper and more sophisticated financial advisory with their clients.
SimplyWealth
Time Saving
With MyInfo and many other API integrations, this drastically reduces the amount of time that financial advisers need to collate data before they can even start planning! The proprietary financial planning engine enables a holistic financial plan to be drafted out in less than half an hour.
SimplyWealth
Integrated
Insurance Planning
The fully integrated insurance planning tool collates all existing real-time information to derive an accurate total insurance need of the client with scenario-testing tools to simulate the viability of the insurance product recommendations.
SimplyWealth
Encrypted Data Vault
Say goodbye to outdated excels and documents! The encrypted data vault allows one to securely store all financial information such as mortgage and wills where one can have an accurate and up-to-date discussion with the financial adviser anytime, anywhere!
SimplyWealth
Milestone Tracking
Ever wonder how your assets and various products help you in achieving your life’s milestones? With SimplyWealth’s real-time tagging of your assets to the various milestones, you can see the progress and status of a your milestones with one glance!
SimplyWealth
Real-Time Updates
You will never miss a premium paying date or trigger an investment call with our auto-calendarisation tool whereby all follow-up actions can be captured with just a click of a button!
Be part of something greater!
Get involved in our Beta users.
SimplyWealth aims to be the leading wealth management platform in the industry. Beta will be commencing soon, and we will be offering a limited number of users exclusive access to the platform. If you wish to help out and be part of this program please fill up the form below and we will contact you soon.
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