We're incredibly passionate about helping individuals and businesses grow in their financial journies. To achieve this, we believe in the constant need to innovate and improve our product.
We've created a simple yet smart way to stay on top of all client requests and collaborate with teammates and clients in a single view.
🚀 Streamline collaboration with clients
Assign tasks to yourself, client (or advisor) and teammates
Follow up on due or overdue tasks.
Know what you need to do for each day, week, or month.
Update the status of your task item so that everyone knows is in the know.
Have peace of mind that all task items have audit trail, ensuring easy tracking.
Tired of wondering "What-If"?
We've asked ourselves the same questions countless times and that's why we've added the new What-If Scenarios feature. Making any changes to your financial portfolio could have several impacts on your financial journey. Without visually seeing the impact of these changes, it makes it very difficult to make informed financial decisions.
With What-If Scenarios you can quickly and easily simulate and compare different life plan scenarios using your existing financial data.
🔎 Compare scenarios:
Project what your retirement looks like if you buy that sports car you've always dreamt of.
See how much a fee change would affect your retirement savings and contributions.
See how much cover you need to achieve your goals and ensure you and your family are covered for any unforeseen events.
Compare different game plans for retirement in an instant etc.
See what impact adding or removing funds from your disability cover would have in the event you become disabled.
See how you can close the gap on your life cover amount, if there is one, so that you can ensure peace of mind for your loved ones in the event of death.
We're excited to share that we have launched the official Simvida Updates! This dedicated space will be your go-to source for all the latest news, product enhancements, and insights from our team.
🔗 Stay Informed: Our updates will feature regular updates about new features, improvements, and the evolving landscape of financial planning that affects you.
💌 Get Involved: We love hearing from you! Reach out to us on LinkedIn, ask questions, give feedback or just say hi. Your input helps us make Simvida even better.
Stay connected with us through our blog as we continue to innovate and enhance your financial planning experience. We're excited to embark on this new chapter with you and look forward to sharing our journey here.
Operational managers now have the ability to reassign clients from one advisor to the next but the simple click of a button and the affects are immediate!
How does it work?
In the event that a client needs to move an advisor, the operational manager is able to easily move the client portfolio from one advisor to the next.
Operational managers now have control over compliance functions at the click of a button.
The clients user experience within Simvida will not change, ensuring a seamless experience.
Advisors will immediately be able to see their reassigned clients as soon as the action takes place, ensuring that they can immediately service their clients.
The advanced search interface now allows advisors to easily search, filter and sort client, trusts and companies records effectively and efficiently
Advisors are now able to easily Search, Filter and Sort client files using :
Client information such as ID number, First Name, Last Name and Phone number
Trust registration numbers.
Company registration numbers.
Asset cover information.
Total Asset information.
With the ease of use, advisors will be able to service their clients and navigate to their file with the click of a button!