Our Product
At SimplyWealth, we aim to rebuild trust between wealth management professionals, financial institutions and their clients by leveraging on smart technology, automation and insightful data visualization.
Leading trusted Wealth Management Platform
At Simply Wealth, we aim to rebuild trust between wealth management professionals, financial institutions and their clients by leveraging on smart technology, automation and insightful data visualization.
Our Vision and Mission
At SimplyWealth, we empower wealth advisors to better serve their clients by leveraging on our smart tools that provide:
Rebuilding Trust and Accountability
To institutionalise trust and accountability by providing a holistic, real-time, and scenario testing view of end-clients’ portfolios.
Supercharge Cultural Shift
Upskilling
Features and Tools
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.
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.
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.
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Say goodbye to outdated excels and documents!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!
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!
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!
Simplifying Wealth Management
Institutionalising Accountability and Trust through Technology
At SimplyWealth, we aim to rebuild trust between wealth management professionals, financial institutions and their clients by leveraging on smart technology, automation and insightful data visualization.
The Need to Reforge Trust
A 2018 CFA Institute survey reported that only 10% of Singapore retail investors believe their investment adviser always places their interests first.
Your Personal
Milestones Dashboard
We're trusted by thousands of clients to manage hundreds of millions of dollars. That's because we always act in our clients' best interest, and we're completely independent from the funds we recommend.
"Love how easy Stockspot is to use, the team is always ready to help answer any questions and the dashboard shows me exactly how my money is being invested in a simple format."