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.
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.