Simplicitree Access FAQ
Your quick guide to who can use Simplicitree, how to join, and how to manage your advisor access.
Who can use Simplicitree?
Simplicitree is available to licensed Insight Folios advisors.
Why is access limited?
Limiting access helps us maintain data security, training standards, and a consistent client experience.
Do you offer trials?
Yes. Qualified Advisors who are evaluating affiliation with Insight Folios may request invitation-only Trial Access for a limited time. Trials are for evaluation and may include restricted features.
How do I request a trial?
Please use this link to request a trial code.
I used Simplicitree previously and my access ended. What can I do?
If you are not currently affiliated with Insight Folios, access is unavailable. If you believe this is an error, email
[email protected].
Do you offer trials?
Yes. Qualified Advisors who are evaluating affiliation with Insight Folios may request invitation-only Trial Access for a limited time. Trials are for evaluation and may include restricted features.
Can I export my client reports?
Yes. Advisors can export reports from within the app. If you need assistance, contact
[email protected].