INVESTMENT ADVISOR REPRESENTATIVE SOLUTIONS
Set Yourself Up for Success with Simplicity Solutions’s Dedicated Solutions for Investment Advisor Representatives
Empower yourself with everything you need to get up and running fast while still providing the best client service. Simplicity Solutions provides best-in-class technology solutions for financial planning, reporting, and customized investment strategies so you can create high-contact client relationships.
INVESTMENT ADVISOR REPRESENTATIVE SOLUTIONS
Set Yourself Up for Success with Simplicity Solutions’s Dedicated Solutions
Empower yourself with everything you need to get up and running fast while still providing the best client service. Simplicity Solutions provides best-in-class technology solutions for financial planning, reporting, and customized investment strategies so you can create high-contact client relationships.
In partnership with your RIA, gain access to:
No Fees*
*No Trading Fees
through TD Ameritrade and Schwab. Some mutual funds not included.
UMAs
RIA Solutions
Sophisticated Strategies, Simplified Management.
Trustworthy Managers
*subject to certain conditions
Backoffice
Tech savvy and comprehensive back office support to keep client service levels high.
A Story to Tell
Share your new Wealth Management capabilities and serve new types of clients.
Selected Managers
The managers you find on the Simplicity Solutions platform are verified and vetted to ensure their performance and investment principles meet our standards. Look at some of the managers we work with to see who your next strategist might be.
Best-in-Class Technology
When you are starting with a new firm, choosing the firm with the best technology can be a large task. Simplicity Solutions can offer you a bundled, best-in-class selection of integrated reporting, billing, compliance, and trading technology to make your transition simple, efficient, and fast.
Open Accounts with an Experienced Expert
You need all the time you can find to meet with existing clients and get them onboard with your new firm. Time spent filling out paperwork or tracking account-opening status is time not spent with clients. Our Operations Specialists are experts in account opening and administration through any major custodian. We’re here to help you streamline the account transfer process and make it as seamless for your clients as possible.
One Partner. Endless Growth Opportunities
The Simplicity Solutions platform centers on Salesforce CRM with exclusive integrated technologies built to suit your needs. Combined with the number of investment strategies available on our UMA platform, we offer you a single partner for all your asset management and technology requirements.
See How Simplicity Solutions Can Help You!
Simplicity Solutions provides advisors with flexible solutions to help you streamline your firm’s full technology suite, no matter how fast you grow.
Best-in-Class Technology
When you are starting with a new firm, choosing the firm with the best technology can be a large task. Simplicity Solutions can offer you a bundled, best-in-class selection of integrated reporting, billing, compliance, and trading technology to make your transition simple, efficient, and fast.
Open Accounts with an Experienced Expert
You need all the time you can find to meet with existing clients and get them onboard with your new firm. Time spent filling out paperwork or tracking account-opening status is time not spent with clients. Our Operations Specialists are experts in account opening and administration through any major custodian. We’re here to help you streamline the account transfer process and make it as seamless for your clients as possible.
One Partner. Endless Growth Opportunities
The Simplicity Solutions platform centers on Salesforce CRM with exclusive integrated technologies built to suit your needs. Combined with the number of investment strategies available on our UMA platform, we offer you a single partner for all your asset management and technology requirements.
See How Simplicity Solutions Can Help You
The Simplicity Solutions Edge
Powerful Proposal Generation
Institutional Quality Trade Execution
Team of Experienced Research Professionals
Efficient Billing System
Effortless Client Portal
Online Performance Reports
Direct Connection with Clients
Tech-Savvy Support Team
A Partner You Can Trust
One Technology Solution for Your Whole Firm
A Solution that Scales As You Grow
A Strong Support Team
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Integrations and Trusted Partners
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Every advisory firm is different. We focus on providing personalized solutions to fit your needs, and we partner with industry leaders to find the best solutions for complex challenges.
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Selected Managers
The managers you find on the Simplicity Solutions platform are verified and vetted to ensure their performance and investment principles meet our standards. Look at some of the managers we work with to see who your next strategist might be.
Integrations and Trusted Partners
Every advisory firm is different. We focus on providing personalized solutions to fit your needs, and we partner with industry leaders to find the best solutions for complex challenges.