Build An Intelligent Portfolio Driven By Your Client's Plan In 
One Meeting, With One App

Help Your Client's Achieve Their Dreams.
 Build The Practice Of Your Dreams.  

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Real Time Plans

Intelligent Asset Allocation

Client Education

There are a lot of things in life that we can focus on, but what we should focus on are two things: the things that matter and the things you can control. 

What matters to your client is being able to live the type of life they envision in retirement for as long as they live. What is in their control? How they invest. 

For advisors what matters is having a sound intellectual framework when approaching the decumulation phase of life. Retirement marks a time when everything changes. Clients go from adding money constantly to their portfolio to taking money out, constantly. 

The math changes. Point in time risk does not impact accumulators, but it does present a significant risk to retirees. When the math changes the strategy must change. What advisors can control is how they approach the challenge of retirement distribution planning.

Portfolios & Plans Belong Together

So this whole notion of, of portfolio and plans is, is, is syncing your actions with your intent is what it sounds like to me. It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.

The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for 'lorem ipsum' will uncover many web sites still in their infancy.

Various versions have evolved over the years, sometimes by accident, sometimes on purpose (injected humour and the like).

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The Plan Comes
Before The Portfolio

It's you tell me what you wanna do and how much money you have. And I will tell you what the portfolio should look like, syncing your actions with your intent It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.

The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for 'lorem ipsum' will uncover many web sites still in their infancy.

Various versions have evolved over the years, sometimes by accident, sometimes on purpose (injected humour and the like).

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What is the purpose of a portfolio? We believe the portfolios sole purpose is to support your clients’ financial goals. 

Any other method of arriving at a portfolio recommendation, without first understanding what exactly the plan is asking it to accomplish, is at best less than optimal and worst case could result in the client running out of money. 

Symplany is an integrated planning and portfolio management tool designed for Advisors with clients in or near retirement.

Utilizing our annual bucket strategy Symplany will help you show your clients, in seconds, what the implications are for various investment allocations given their financial goals. Even better you can push the “Symplany default” setting and show your client what the optimal setting is for each of their annual buckets.

Real Time Modeling
For Clients

The integration between the plan and the portfolio creates amazing clarity and fosters the right kind of conversations with clients. Words cannot explain how this changes a meeting and how clients respond when they can see their portfolio being designed for them personally and optimized to their actual financial goals and their associated time horizons.

When it comes to behavioral investment counseling there is no better application in existence that enables advisors to help their clients see how the portfolio is capable in supporting their plan given enough time, money and patience. 

At moment’s notice you can quickly review the entire portfolio, or any one of the annual buckets. In doing so you can help your clients see the difference between various asset allocation policies and their ability to support their goals over their intended time horizons.

 A big part of the financial advising experience are the conversations that you have with your clients. Symplany helps you focus on the only context that the client understands and really cares about - their goals and dreams. When you're focused on what matters to them, and what they can control, they are constantly reminded of what your true value is.

Real Time Modeling
For Clients'

Well, it's simply, you're sitting there with a client. They're like, how much do you have and put it in. What are your goals for retire? One they're like, what does that 30 indicator? And very bright red mean? Well, it just means that historically this is a long shot, but it's, it's different when the application's telling you that. Right?
Right. Like you're, you're sitting next to your client. And the client's like, well, what if I worked three more years? Boom, boom indicator changes. Like what if I don't spend 250,000 a year?

What if, what if I just make a go of it at 225? And the client works themselves into a workable situation, but they've taken control of
their financial situation. I haven't told them they can't do what they want to. They're perfectly reasonable people. They just need a framework to understand what's reasonable and what's not. And they get there on their own.

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Stocks alone will not make your client's wealthy.  An advisor’s behavior around stocks is what makes them wealthy.

Current Financial Planning Practices Have Outlived Their Usefulness.

Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Past performance is not a guarantee of future results. Neither diversification nor asset allocation guarantee against loss. They are methods used to manage risk. 

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Portfolios & Plans Belong Together

The Plan Comes
Before The Portfolio