Helping you set goals and track your financial progress.
A new era of personal wealth.
Track your financial journey
Easily track your financial journey and see how you're progressing towards your goals.
Manage all your assets
Manage all your investment & lifestyle assets in one place and track their performance.
Manage all your life cover
Manage everything from life cover to funeral cover in one place.
Add relationships and dependants
Add relationships, dependants and beneficiaries.
Create and compare retirement scenarios
Easily create and compare retirement scenarios to see how different decisions will affect your retirement.
Assign & switch advisors
Feel like you're not getting the best advice? Switch advisors with a click of a button.
Collaborate with your advisor
Hate emails and phonecalls? So do we. Collaborate with multiple advisors and manage who can see what.
Documents in one place
Store everything from your will to your proof of residence in one place.
A techie and finance nerd walk into a bar…
While discussing their industries, the techie complained about how pretentious, untrustworthy and jargon-filled the financial services industry is.
The finance nerd agreed. So, they decided to do something about it.
They decided to fix financial services by making it trustworthy, approachable and transparent.
To design and build tools that help customers collaborate with only the best advisors, plan their futures and track their progress.
It’s been humbling, but along the way they learnt that Simvida’s mission matters.
When people engage with their financial futures, they make better choices and achieve better outcomes. When advisors have great tools they excel at helping their customers achieve their goals.
It’s taken us a few years of building, testing and improving Simvida and it’s almost ready!
Whether you are an advisor wanting to help your customers achieve their financial goals, or you are a normal person wanting to work towards your exciting financial future, join us.
