SimpliFi provides your organization with the tools needed to offer a financial life planning program to your customers or members. SimpliFi's powerful software program includes:

• Web-based personal financial management (PFM) and education services.
• SimpliFi's personal financial planning service (PFP), specifically designed for middle-income users.
• Integrated lead generation and referral systems
• Professionally designed electronic and traditional marketing campaigns
• Implementation and business process guidelines
• Staff training programs