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 and approved affiliates.
Why is access limited?
Limiting access helps us maintain data security, training standards, and a consistent client experience.
How do I get an invitation code?
Invitation codes are provided by Insight Folios. Contact your regional support representative or email
[email protected].
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].
Can I export my client reports?
Yes. Advisors can export reports from within the app. If you need assistance, contact
[email protected].