SimpliFi® was created to bring sound, independent financial planning to everybody, not just the wealthy.  Since 2004, we have been working to fulfill this mission, primarily by partnering with credit unions to offer our services to their members.  Starting in 2009, Simplifi began offering services directly to consumers as well, producing the opportunity to reach even more people and come closer to fulfilling our mission. Click here to read more...

Online banking needs a plan. SimpliFi integrates with online banking platforms to provide banks and credit unions with the tools needed to offer a financial planning program to its 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.

Learn more about what SimpliFi can do for your bank or credit union.
www.simplifi.net