Harness the Power of AssetLock®

AssetLock® is Simplicity’s award-winning, proprietary communication software that monitors the progression of investment and retirement accounts, and automatically notifies the investor and their financial advisor when pre-determined account levels have been reached. It was designed to help consumers remain committed to their investment plan and help advisors better serve their clients while providing their business with a distinctive edge in the marketplace

AssetLock’s robust communication features give you the opportunity to:

  • Increase client loyalty and retention through meaningful account communications and the customizable app.
  • Generate leads through the text-to-download and custom Advisor Code features.
  • Simplify the referral process for your clients through the app’s text and email referral capabilities.
  • Establish your new competitive advantage and unique voice in the marketplace as an AssetLock®-Equipped Advisor.

RE-THINK INVESTING

Exclusive to Simplicity Wealth portfolios, AssetLock®Professional is an investment account monitoring software that tracks:

Core Portfolios
Specialty Portfolios
ETFs
Mutual Funds

Closed-End Fund Portfolios
Strategic and Tactical Portfolios

KEY BENEFITS

AssetLock® Professional can help you…

Streamline Client Communication
Increase Client Retention
Grow Your Investment Business

STAY INFORMED

Exclusive to Simplicity affiliated advisors, AssetLock®Personal is a complimentary retirement account monitoring software that tracks:

401(k)s
403(b)
457(b)
Roth IRAs
Traditional IRAs
TSP

KEY FEATURES & BENEFITS

AssetLock® Personal can help you…

Gain Visibility of Retirement Assets
Establish a Sales Pipeline
Target New Audiences

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