Harness
The Power of…
Harness
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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