Client and User Testimonials
SimpliFi users tell us the top five features they value most are:
"Thank you for all of your help. I believe this tool will not only be a great add-on for our customers, but a great source of other product referrals."
"Nearly 200 members a month go into our version of SimpliFi, which we’ve named, we think appropriately, TruFinancial Planning Online, to gain valuable insight into their financial picture and to help them plan for some of life's most important challenges by creating meaningful goals. in our view, it's the essence of what a Credit Union should help members to do"
"Our customers are technologically savvy and financially adept. Offering them a way to effectively plan for their financial lives through SimpliFi makes perfect sense. We’re fulfilling a real need and strengthening our customer relationships in the process."
"The site uses a virtual financial investor, 'Sophie' to help you develop a plan and choose the right investments based on your goals. The site can help you with every aspect of financial planning from savings to investments to debt management."
"I wanted a detailed look at where we were headed, without giving out my bank account information. SimpliFi's tools are fantastic. They're exactly what I needed to figure out where we were financially."
"I like that you have contact information so users can get in touch with someone to review how to proceed."