Simplicity Solutions began as a Registered Investment Adviser (RIA). We’ve lived firsthand through the same experiences your RIA is experiencing, from the pinch of adding qualified new staff to managing unexpected growth.

The Simplicity Solutions difference begins with how we offer a comprehensive, cloud-based technology bundle that sets you up with every tool you need. We are the only UMA platform to utilize a true “hub and spoke” approach. It all begins with our Salesforce integration at the center, and then we attach aggregrated portfolio accounting, financial planning, and trading components as you need them.

Technology should make your team more efficient, so we’ve chosen superior industry solutions that you can set up and learn to use quickly. Our focus is on diligently creating tools that meet your needs with technology that adapts and improves regularly. We’ll manage all the updates and IT infrastructure for the Simplicity Solutions technology platform so you can put your time and focus on your clients.

You can build a better approach to growing wealth for your clients when you gain access to the vast and varied number of investment strategies we offer. Our Investment Committee and Compliance Department perform a careful and thorough vetting of every manager we add to the Simplicity Solutions UMA platform, so you can be sure you will be working with quality investment managers.

Our goal is to provide quality investment options that can meet the needs of any client you serve. Whether you are a firm that is starting out or you have decades of experience, we have custom-built the Simplicity Solutions platform to accommodate your needs with our unique trading system. Simplicity Solutions can trade multiple strategies within a single account, and trade models independently or in conjunction with any of the other models available to you.

When you make the move to Simplicity Solutions, you make the move to a UMA platform that gives you the ability to act in the best interest of your clients.

Whatever custodian you choose, the Simplicity Solutions Support Team is staffed with operational experts fluent in the intricacies of the wealth management industry. Our specialists will walk you through each step of account opening and help you set up accounts in the most efficient way possible for each unique custodian workflow.

But Simplicity Solutions support goes beyond account onboarding and extends into your everyday practice. We have developed a flexible and accurate billing process that helps you save valuable time and is less expensive than trying to handle billing yourself. We can customize the billing process to meet your requirements and make your transition to Simplicity Solutions as seamless as possible.

A healthy business includes a healthy flow of new business, and we are dedicated to bringing you a suite of tools to help you reach new clients. As part of our technology and service platform, you have access to custom and unique prospecting tools that will allow you to reach new opportunities, gather information about potential clients and develop models to fit what those clients need.

Once you have identified and gathered the information you need, you can use the Simplicity Solutions proposal generation system to present a personalized plan for each client to help bring them into your firm. You can plan, prospect, and propose at the click of a button.