by Simplicity Solutions | Dec 17, 2020 | Technology
NOW AVAILABLE ON Simplicity Solutions – LYONS TACTICAL PORTFOLIO! Discover how Lyons Wealth Management takes a different approach to tactical investing, using: Slower triggers for exit & entry signals → we make fewer defensive shifts Individual stock...
by Simplicity Solutions | Oct 8, 2020 | Technology
Simplicity Solutions is thrilled to announce a partnership with Ethic Investing! Ethic is a tech-driven asset manager that builds sustainable passive equity portfolios. As an end-to-end sustainability solution, Ethic can help you engage, acquire and retain clients...
by Simplicity Solutions | Aug 11, 2020 | Technology
Discover new model portfolio solutions from the worlds largest asset manager, BlackRock, including: Target Allocation ETF portfolios designed to be your all-in-one, core portfolio solution Multi-Asset Income portfolios that help clients manage risk when seeking...
by Simplicity Solutions | Aug 7, 2018 | Technology
Today’s financial advisors stand before a wave of new technologies, overwhelmed with the prospect of having to be experts at each. The tech seems to be infinite, requiring infinite integrations and a thick notebook full of passwords. Redtail, Motif, LaserFiche,...