Help your customers set goals and track their financial progress.
Everything you need to manage your organization.
Entire overview at a glance
Get a global view of assets and cover you and your team manage and don't miss any important detail.
Manage your practice with ease
Add multiple branches, advisors, assistants, define roles, store documents and more.
Smart Calculations
Calculations for all your clients and advisors, all done in real-time.
Collaborate with your clients
Invite your clients to collaborate with you and your team on their assets, documents, retirement scenarios and more.
Growth Metrics
Track your growth and performance metrics.
Documents in one place
Store documents for your organization and team, all in a simple document repository.
Share, compare and implement scenario
Create and compare various scenarios to help your clients make better decisions. Once accepted, implement them.
Comprehensive client filtering, search and tagging
Managing a large number of clients? No problem. Filter and search for clients based on various criteria and stay on top of your game. If you're following a specific strategy, tag your clients and filter them based on the custom tags.
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.
