Need help using Simplicitree? Experiencing a technical problem? We’re here to help!

A better way to plan

Simplicitree makes your job easy

This next generation financial planning system was designed by advisers
with one goal in mind—to win clients by empowering them to control their retirement.


Build plans together

Sit with clients and build their retirement plan together in minutes with our simple interface. By weaving clients’ input and direction into their plan, you’ll prove your value, earn their trust and empower clients to take ownership over their retirement.

Collaborate in Real-Time

Client plan reviews don’t need to be tedious and unproductive. You can make adjustments to client retirement plans on the spot with Simplicitree, making meetings more productive.

Start Your Free Trial

Organize Assets

Finally, an understandable way to help your clients diversify their assets. Visually empower your clients to make smart financial decisions.

Start Your Free Trial

Understand and Plan for Income

Clearly visualize your clients retirement income shortfall and open the door to share your value through strategic income planning.

We use the psychology of colors within Simplicitree, helping our clients see the value your firm brings by turning their fears into accomplishments.

Start Your Free Trial

Plan to Save Taxes

Planning to save tax on your clients retirement assets has never been easier. Helping clients plan to reduce their future tax liabilities is nothing more than a conversation away since Simplicitree clearly visualizes their tax obligation positioning you to make a huge impact.

Start Your Free Trial

Solve for clients’ specific rate of return

Stop measuring success
against the markets


Solve For

Retirement Rate

3.27%

Quickly determine the rate of return your client needs from their investments to retire without the fear of running out of money.

Solve For

Preservation Rate

5.63%

Illustrate the rate of return your client needs to preserve their principal while living off the interest their investments provide each year.

Solve For

Legacy Rate

7.14%

Help your client plan to leave a legacy by solving for the rate of return they need to provide a financial legacy for those they love.

Effective Planning. Every Time.

Building retirement plans
has never been this easy

Seeing is believing! Schedule your live demo and see first hand how simple and powerful Simplicitree
is and how it can forever change how you plan for your clients.

Schedule A Demo Start Your Free Trial

Start your No Obligation, No Contract 30 day free trial of Simplicitree today!