BANK & TRUST DEPARTMENT SOLUTIONS
Increase Operational Efficiency, Grow Your Advisory Team, and Focus on Asset Gathering
Bring your Bank & Trust Department to the leading edge with technology solutions integrated for efficiency; a seasoned support team with years of experience in wealth management; and access to sophisticated investment managers with unique strategies for every type of client.
BANK & TRUST DEPARTMENT SOLUTIONS
Increase Operational Efficiency, Grow Your Advisory Team, and Focus on Asset Gathering
Bring your Bank & Trust Department to the leading edge with technology solutions integrated for efficiency; a seasoned support team with years of experience in wealth management; and access to sophisticated investment managers with unique strategies for every type of client.
Leading-Edge Technology
We’ve partnered with the wealth management industry’s most forward-thinking software solutions to bring you a seamlessly integrated experience. Run your business through Salesforce CRM, report with clients through Orion’s personalized suite, utilize our integration with the FIS accounting platform, and extend your client relationships with financial planning tools and more.
Create a Modern Client Experience
Taking a client from mere customer to fan is built on a winning combination of leading technology and dedicated service. The Simplicity Solutions platform can give you the time you need to engage clients and provide them with a modern, mobile finance experience that’s a cut above what’s offered by other trust departments.
Investment Solutions Built for You
You can feel confidence in the range of investment solutions available to your clients when you add the Simplicity Solutions UMA platform. Our Investment Committee and Compliance Department carefully vet each manager on our platform to ensure due diligence has been done. Our approach allows us to offer a vast selection of quality investment strategies so you can meet each client’s specific needs.
See How Simplicity Solutions Can Help Your Bank & Trust Department
Leading-Edge Technology
We’ve partnered with the wealth management industry’s most forward-thinking software solutions to bring you a seamlessly integrated experience. Run your business through Salesforce CRM, report with clients through Orion’s personalized suite, utilize our integration with the FIS accounting platform, and extend your client relationships with financial planning tools and more.
Create a Modern Client Experience
Taking a client from mere customer to fan is built on a winning combination of leading technology and dedicated service. The Simplicity Solutions platform can give you the time you need to engage clients and provide them with a modern, mobile finance experience that’s a cut above what’s offered by other trust departments.
Investment Solutions Built for You
You can feel confidence in the range of investment solutions available to your clients when you add the Simplicity Solutions UMA platform. Our Investment Committee and Compliance Department carefully vet each manager on our platform to ensure due diligence has been done. Our approach allows us to offer a vast selection of quality investment strategies so you can meet each client’s specific needs.
See How Simplicity Solutions Can Help Your Bank & Trust Department
The Simplicity Solutions Edge
Partnering with Simplicity Solutions gives you experienced investment managers, leading modern technology, expert operations managers, and a credible line of products. Reach out today to free up your team’s time to focus on improving client relationships.
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
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.
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.
Selected Managers
The managers you find on the Simplicity Solutions platform are reviewed on investment principles that meet certain criteria and standards. Look at some of the managers we work with to see who your next strategist might be.
