One connected foundation.
A firm-wide perspective.
Organize the information behind your relationships, then put it to work through three connected applications.
Every record.
In context.
People, households, businesses, and trusts connect to their financial records, agreements, and daily work. A shared data model gives your applications a consistent foundation.
Relationships
People, households, entities, and opportunities.
Financial picture
Assets, liabilities, ownership, and dated valuations.
Records & documents
Agreements, saved exports, and financial statements.
Work in motion
Tasks, assignments, schedules, and record history.
A place for your team
to bring it all together.
A private operating workspace for the people running your firm. Keep client context alongside the work that needs to happen next.
- Manage relationships, opportunities, and advisory agreements.
- Organize tasks, assignments, calendars, and communication workflows.
- Work with permission-controlled financial records and version history.
Know the relationship
People, entities, and client context.
See the financial picture
Connected accounts, assets, and agreements.
Move the work forward
A clear task, owner, and next step.
A private financial home.
A clearer client experience.
Give authorized clients a focused view of their financial information, in a portal that reflects your firm’s brand.
- View assets, liabilities, ownership, and net-worth history.
- Access saved financial reports and document exports.
- Use invite-only accounts with two-factor authentication.
Each client’s view is scoped to the records they are authorized to access.
Your firm’s front door.
Connected to what comes next.
An indexable, public presence for your advisory business, with firm branding, educational content, and prospect intake.
- Introduce your team, services, and approach.
- Publish educational articles and public resources.
- Connect supported prospect intake to internal relationship workflows.
Your brand.
Your perspective.
Your next relationship.
Public content belongs on your website.
Private client records stay in authenticated applications.
Your existing portal.
In your pocket.
Simbo Mobile connects to an approved firm’s client portal. Sign in with your existing external-user account to access the financial information and features your firm makes available.
- Sign in through your firm’s browser-based authentication.
- Unlock a saved session with device biometrics or your device passcode.
- View authorized financial records and use supported document and portal functions.
Mobile functionality is still in development and varies by firm capabilities. No App Store release is being advertised.
Simbo Core provides the common product foundation. Firm-specific extensions, integrations, and enabled modules determine the features in each deployment.
Security & compliance ↗A clearer picture.
A more connected firm.
One database. Three applications.
Built around your firm’s relationships.