Symplany helps financial advisors better manage portfolios for their clients.

Build an intelligent portfolio driven by your client’s plan in one meeting, with one app. Symplany can help you to identify and manage risk year-by-year and move away from more simplistic approaches to asset allocation, such as using only one or two models. With Symplany, the year-by-year asset allocation decisions become the building blocks to your overall asset allocation strategy. This provides you with a clear and logical asset allocation decision making process that clients and advisors alike love!


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Symplany

Symplany's headquarters in Minneapolis, United States

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