AssetLock®

Harness
The Power of…

Automate Meaningful Communication
Boost the Visibility of Your Business
Receive More Referrals
Discover Untapped Assets

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.

Simplify the referral process for your clients through the app’s text and email referral capabilities.

Generate leads through the text-to-download and custom Advisor Code features.

Establish your new competitive advantage and unique voice in the marketplace as an AssetLock^®-Equipped Advisor.

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How It Works

AssetLock^® tracks the progress of investment accounts and automates personalized communication when the account reaches a new high, and when the account dips near the AssetLock^® Value (the maximum downside of loss the investor is willing to assume based on the High-Water Value of the account). If the AssetLock^® Percentage is reached, the advisor and the investor are notified, prompting the conversation of whether or not the investor would like to make a change to their existing investment plan.

Learn More About Assetlock^®

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For Financial Professional Use Only. Reference Number: 763370-3819 | Full Disclosure | ADV 2A | Privacy Policy | Terms of Use

HarnessThe Power of…

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

How It Works

Harness
The Power of…

Assetlock^®