SimpliFinance LLC

Most advisors don’t lose clients because of performance. They lose them because of inconsistent or generic communication that makes clients feel uncertain, uninformed, and unimportant. If you're a solo RIA trying to juggle client service, compliance, and content… you’re not alone. Many advisors either send nothing at all or rely on canned updates that don’t feel like them. That weakens trust — and weak trust means lost AUM. We built SimpliFinance for that exact reason. After working with firms managing over $300M in AUM, we saw a huge gap: There was no simple, branded, done-for-you way for smaller RIAs to stay top-of-mind with clients. So we fixed it. Our Stay-in-Touch Content Suite delivers branded, timely monthly content that’s easy to send, easy to understand, and easy to trust — even if you have zero marketing support. RIAs using our system deliver 2+ valuable touchpoints a month with ease — and retain more clients because of it. - Branded content in your firm’s voice - Plain-English recaps + educational pieces - Built for firms <$500M AUM If you're tired of wondering whether your clients see the value you bring… DM us to try it free for 30 days. It just might be the easiest client retention move you make this year.