Your data, together.
Your firm, in sync.
Turn scattered financial information into one connected foundation.
Give your team, your clients, and your business a clearer way forward.
Good morning, Alex.
Your relationships, records, and next steps. Together.
Client portal reflects the updated financial picture.
One picture. All of you.
A private view of your assets, liabilities, and documents.
Your documents, together.
Saved reports and financial statements in your private portal.
Your documents ↗A first impression
that opens doors.
Introduce your firm, share your perspective, and give prospective clients a place to start.
Meet your advisory team ↗Illustrative product view. All names and figures are fictional.
YOUR FIRM WORKS
Asset managers
Registered investment advisers
Wealth management teams
Less scattered.
More connected.
Client relationships in one system. Financial records in another. Documents somewhere else. Simbo brings the pieces together, so your firm can work from a shared picture.
Explore the central database
The right tools.
For every side of your firm.
Connected applications built on the same data,
each designed for the people who use it.
Internal workspace
Bring relationships, financial records, agreements, and daily work into one operating view.
Client portal
Give clients a private financial home for their assets, liabilities, documents, and financial picture.
Public website
Introduce your firm, publish useful content, and turn a first conversation into a connected relationship.
The connection is coming to mobile. Simbo Mobile connects existing client-portal users to their firm’s authorized records.
IN DEVELOPMENTYours.
By design.
Your relationships.
Your data. Your control.
Your clients trust you with their financial lives. Simbo keeps that relationship at the center: data is used to serve your firm and its authorized clients.
- No sale of client data or sharing for third-party advertising.
- No pooling client data across firms for commercial use.
- Permission controls and versioned records support accountable work.
Get to know
Simbo.
What is Simbo?
Simbo is a financial software platform for asset managers and advisory firms. It organizes relationships, assets, liabilities, documents, and workflows in a central database, with an internal workspace, client portal, and public website built on top.
Does every firm share the same client database?
No. Each firm has its own data context. Authorized staff and clients access the records made available to them. Simbo does not combine one firm’s client data with another firm’s data for commercial aggregation.
Is Simbo an investment adviser?
Simbo provides software. Your advisory firm provides the advice and remains responsible for its client relationship and regulatory obligations.
Can Simbo match our firm’s brand?
Yes. Core supports firm-specific branding and extensions across the internal workspace, client portal, and public website, while keeping a consistent product foundation.
Is there a mobile app?
Simbo Mobile is in development. It signs in through your firm’s existing client portal and presents the records and features you are authorized to access. We are not listing an App Store download yet.
A clearer picture.
A more connected firm.
One database. Three applications.
Built around your firm’s relationships.