SYMPLANY
Symplany is a financial planning and portfolio management tool.
SYMPLANY
Industry:
Financial Services Funding Platform Wealth Management
Address:
Minneapolis, Minnesota, United States
Country:
United States
Website Url:
http://www.symplany.com
Total Employee:
1+
Status:
Active
Contact:
1(651) 560-5189
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Domain Not Resolving SSL By Default Google Font API HSTS Amazon Content Delivery Network LetsEncrypt DNSSEC
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Current Employees Featured
Founder
Official Site Inspections
http://www.symplany.com
- Host name: 198.49.23.144
- IP address: 198.49.23.144
- Location: New York United States
- Latitude: 40.7157
- Longitude: -74
- Metro Code: 501
- Timezone: America/New_York
- Postal: 10013
More informations about "Symplany"
About - Symplany
Plans and portfolios belong together. With Symplany’s plan-driven investing, financial advisors build portfolios that directly support client plans. Have better conversations, serve clients …See details»
Symplany - Crunchbase Company Profile & Funding
Organization. Symplany . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. About. ... Symplany is …See details»
Symplany - LinkedIn
At Symplany, we believe plans and portfolios belong together. Our software empowers financial advisors to effortlessly create customized, plan-driven portfolios for each client situation.See details»
Symplany 2025 Company Profile: Valuation, Funding & Investors
Symplany General Information Description. Developer of a portfolio management tool designed to help financial advisors better manage portfolios for their clients. The company's integrated …See details»
Symplany - Contacts, Employees, Board Members, Advisors
Symplany is a financial planning and portfolio management tool. New. Resources. Advanced Search. Start Free Trial . Talk With Sales. Pricing. Log In. Log In. Experience the new …See details»
Symplany - Overview, News & Similar companies | ZoomInfo.com
Symplany helps financial advisors better manage portfolios for their clients.Build an intelligent portfolio driven by your clients plan in one meet ing, with one app. Symplany can help you to …See details»
Symplany - Products, Competitors, Financials, Employees, …
Symplany provides plan-driven investing solutions within the financial services industry. The company offers software that allows financial advisors to create customized investment …See details»
Symplany One vs. Symplany Pro: What’s the Difference?
Key Features of Symplany One: Hybrid TAMP: Designed to streamline strategies while at the same time offering a greater degree of freedom.; Tax Efficiency: Includes automated tax-loss …See details»
Symplany - Crunchbase
Symplany is a financial planning and portfolio management tool.See details»
Symplany Overview | SignalHire Company Profile
Symplany helps financial advisors better manage portfolios for their clients.Build an intelligent portfolio driven by your client’s plan in one meeting, ... Organization Website: symplany.com : …See details»
Offering — Symplany
Symplany takes the headache out of trading your client’s accounts as a response to a change in their plan. Your client just informed you that they’ve sold the business they’ve held for 20 …See details»
Symplany
Plans and portfolios belong together. With Symplany’s plan-driven investing, financial advisors build portfolios that directly support client plans. Have better conversations, serve clients …See details»
Symplany Knowledge Base
Toggle Navigation. Home ; Contact; Contact; SearchSee details»
What is Symplany? Company Culture, Mission, Values
See what employees say it's like to work at Symplany. Salaries, reviews, and more - all posted by employees working at Symplany.See details»
All planning videos - Symplany Knowledge Base
General page Building a client plan starts with their basic information. This video walks through what to capture on the General page. Goals page This video shoSee details»
Planning - the basics - Symplany Knowledge Base
Planning - the basics. Quantify client goals ... All planning videos; General page; Goals page; Sources pageSee details»
Symplany Indicator
Symplany Indicator crafting client investment portfolios. The Symplany Indicator is integral to Symplany’s portfolio construction, the financial planning approach it enables, and the clarity of …See details»
Plan comparison - Symplany Knowledge Base
The only difference is the allocation strategy and fee. Even with the added fee the Symplanyâ„ portfolio has a higher historical likelihood of meeting the needs of the plan. Symplanyâ„ also …See details»
Connect with us — Symplany
Plans and portfolios belong together. With Symplany’s plan-driven investing, financial advisors build portfolios that directly support client plans. Have better conversations, serve clients …See details»
Tim Simmerly | CEO | The Planet Group
Tim Simmerly drives the growth and innovation of our global staffing and advisory organization. With more than twenty years of experience in talent and human capital services, Tim has been …See details»