News
AwardsMicrosoft BizSpark One, May 1, 2010 Simplifi has been selected to join the Microsoft BizSpark One Program
Simplifi has been selected to join the Microsoft BizSpark One Program, an invitation-only program designed to accelerate the growth of a small number of high-potential technology companies. Fast Company, Anya Kamenetz, February 18, 2010 Top 10 Most Innovative Companies
"#9 Simplifi: This new personal-finance Web site goes beyond the tracking features of a Mint.com to tell you what to do with your money. Named Best Of Show at FinovateStartup 2009, it uses the same financial modeling engine used by 95% of certified financial advisers and is itself a registered investment adviser with the Securities and Exchange Commission.” Online PublicationsBankrate.com, Rachel Hartman, March 1, 2010 6 Ways to a Successful Savings Plan
The Internet puts financial planning at your fingertips. Sites such as GoSimplifi.com and Mint.com help you set up goals and then track your progress toward them. "If your financial plan is online, you can update it whenever you want from the privacy of your own home and on your own schedule," says Bryan Link, CEO of SimpliFi, a free financial planning and advice service. WebWorkerDaily, Celine Roque, February 10, 2010 How to Use the Web to Improve and Manage Your Finances
“Though the above tools and techniques will help you get your finances in order, you still need to think about the long run. That’s where financial planning comes in. Tools like SimpliFi and ESPlanner Basic can help you create a sound financial plan without the added cost of hiring a professional planner.” Conversations from a Sticky Note, January 18, 2010 Philanthropy: The effort or inclination to increase the well-being of humankind
“I read a blog recently that got me thinking. The blog was titled Simplify Your Finances. It was a repost from Bryan Link who is the CEO of SimpliFi and he lists five suggestions that people can do to simplify their finances.The Power of Slow has become one of my favorite blogs to read, but the suggestion thatgot me thinking was #5, “Increase your giving to a charity that helps those less fortunate–and find a way to volunteer there as well. Both of these actions will increase your happiness and make you feel more grateful for the blessings you have in your life." Keeping Nickels, Nichelle Stephens, January 7, 2010 A Guide To Simplifiy Your Finances in 2010
“Bryan Link, CEO of SimpliFi suggests what people can do now to simplify their finances this year. What is Simplifi? Simplifi is a personal finance advice website.” Under30CEO, January 5, 2010 What Are Your 2010 Business Resolutions?
“Integrating/supporting new team members (SimpliFi is aggressively growing its team in 1Q). Telling our primary marketing story (the powerful benefits of financial planning) across all marketing channels.” – Bryan Link www.simplifi.net Smart Money, Kelli Grant, December 22, 2009 7 Ways to Empty Flexible-Spending Accounts Now
“The IRS allows FSA reimbursement for miles driven and parking fees and tolls incurred in your quest for medical care. Tally up miles driven to and from each doctor's visit this year, says Bryan Link, the chief executive of online financial management tool SimpliFi. The reimbursement rate for 2009 is 24 cents per mile. Usually, all that your FSA administrator needs as proof is a list of dates and a printout of driving directions (say, via MapQuest) for per-trip mileage, he says. " Action News, December 18, 2009 Tips on controlling your holiday spending
"People who have a written financial plan are more than twice as likely to achieve their financial goals than those who don’t, according to SimpliFi, an online financial-planning service." Kiplinger's Personal Finance, Candace Lee Jones, December 6, 2009 Wrap up your holiday shopping with money left in your wallet
“Make a budget, check it twice. People who have a written financial plan are more than twice as likely to achieve their financial goals than those who don't, according to SimpliFi, an online financial-planning service.” Syndicated in The Washington Post.... (subscription required) NetBanker, Jim Bruene, September 30, 2009 Twitter Transcript from Finovate 2009
“SimpliFi taking PFM to longer-term planning realm; uses GPA-goal point average- to help gauge progress” InvestmentNews, Davis Janowski, September 29, 2009 Virtual adviser to the mass affluent gets a little more sophisticated
“Back in May, we introduced you to Sophie, SimpliFi’s free virtual financial planner. Well, Sophie’s grown up since then. As of today, she’s gotten a lot more sophisticated, at least for the customers of financial institutions such as credit unions and banks that provide SimpliFi LLC’s Planning Service Plus to their customers." DennyArar.com, Denny Arar, September 29, 2009 Finovate 2009: Online Financial Services Showcase
“I spent the day at Finovate2009, a conference where companies with innovative web-based financial products and services strut their stuff for an audience of potential customers, analysts, and reporters. I’ve covered personal finance and accounting software for years, and watching its migration to the web is fascinating: You don’t hear much anymore about the privacy concerns that once dogged anything to do with accessing financial information online, or entrusting it to a Web service.” Working Mother, Teresa Palagano, August 27, 2009 Daily Solutions - Fix Your Finances, for Free
“You could meet with that oh so pricey financial planner—but who can afford that right now?! Instead, check out Simplifi.net, a free financial planning and advice service that allows you to manage your debt, get advice on long-term savings and investments.” Athens Banner-Herald, Laurel S. Alberty, August 22, 2009 Alberty: Knowing Your Worth Important
“Everyone should have a comprehensive financial plan. If you cannot afford to hire a financial planner, it is worthwhile to try to do it yourself with online help such as www.simplifi.net. Design a strategy for achieving your financial goals and do not leave unclaimed assets behind.” Investors.com, Paul Katzeff, July 24, 2009 Simplifi Joins Web Calculator Crowd
"When do you plan to retire? How much of your present income do you want to replace in retirement? How much, if anything, are you setting aside to pay for your children's education? Then, with a mouse click or two, SimpliFi can show you whether you are saving enough to pay for specific goals. If not, it shows how much your shortfall is." Ethiopian Review, Desta Bishu, July 23, 2009 The Best Online Tools for Personal Finance
"The site can provide details on how much you need to save over a certain period to reach your goals and offer recommendations on types of investments to consider. The site is registered with the Securities and Exchange Commission, which offers investors a measure of protection: Among other things, the site must comply with SEC rules for registered investment advisers and is subject to examination by SEC staff." San Francisco Examiner, Robert Stack, June 17, 2009 The importance of a Financial Plan
“The world is full of professionals who would love to help you with a Financial Plan. Like any other professional, they would like to make money by helping you with that Plan. Some may be fee-based and charge a part of your assets. Others may be commission-based and make money from products they sell you as part of your Plan. Either way is okay as long as you know who you are dealing with and what their agenda is, but you can do most of your Financial Planning yourself. The Internet has made everything you need available from sites like Yahoo Finance, The Motley Fool, and Winston-Salem based SimpliFi. Searching these sites will give you an education and and lots of information on what to do next.” The Sun’s Financial Diary, June 15, 2009
“Nonetheless, if you are looking for help to get started, SimpliFi.net is one of the websites that “uses a virtual financial adviser named Sophie to guide you through a planning process based on financial goals.” All for You, Gillian Aldrich, June 12, 2009 Get Financial Advice- For Free!
“The site works with your personal information to give you a customized action to live within your means and achieve your financial goals. Just input your information (it’s secure because it doesn’t ask for your account numbers), such as your age, income, debts, problem spots and goals, and the program offers certified expert advice debt management, long-term savings, insurance, investments and more. Your resulting action plan has clear steps and attainable goals that will move you closer to financial success.” American Banker, Daniel Wolfe, June 11, 2009 How Giving Away Software Can Attract Paying Clients
“SimpliFi LLC has decided that the best way to sell its online financial planning software to banking companies may be giving it away to consumers.” Minyanville.com, Scott Reeves, June 7, 2009 The Five Best Personal-Finance Websites You've Never Heard Of
“After you’ve nailed the basics, check out the new generation of websites that offer help on planning for college, buying a house, or retiring. Punch in your estimated numbers at Simplifi.net, for example, and get suggestions as to how much you should consider saving and spending to reach your goal. It generates a “goal point average” ranging from A+ to F to help you assess your plan.” Article also appeared on Wall St. Nation. Wallet Pop, June 4, 2009 Financial Planning on a Budget
“WalletPop talks with Bryan Link, CEO and co-founder of free online financial planning and advice website SimpliFi.net, about strategies in today's tough economy. Among some of his recommendations, build up a liquid emergency fund and pay off debt from credit cards and an auto loan before putting money aside for investment.” Pajama Mommy, May 16, 2009 Review: Simplifi : A Free Online Financial Planning Service
“SimpliFi provides comprehensive advice and guidance on a range of financial topics, including long-term savings, debt management, insurance and investments. When a new user logs on, SimpliFi gathers information about where they are on their financial path, what their goals are, and where their financial trouble spots may be - and then develops a series of steps for success.” Carolina Newswire, May 11, 2009 Online financial services company created by Babcock School graduates earns Best in Show honors during FinovateStartup 2009
“The Winston-Salem-based company, SimpliFi.net, is the creation of former Babcock School students Bryan Link (MBA’03) and Bill Grizack (MBA ’03), who began developing SimpliFi in December 2003 and officially launched the startup in the Demon Incubator in early 2004." Fincision, Mike Linskey, May 9, 2009 Looking back at Finovate Start-up 09
“SimpliFi and Green Sherpa are two such companies, although they take radically different approaches to the problem; SimpliFi is more a digital replacement for your financial adviser, whereas Green Sherpa has an accountancy feel to it’s shorter term cashflow planning tool.” CNNMoney.com, George Mannes,, May 7, 2009 Plan Your Finances with Two New Tools
“SimpliFi is for those who like a simpler life. It nicely organizes your life into Things You Own, Things That Grow and Things You Owe; once you put in the numbers describing your present situation, it assigns you a letter grade based on its judgment of your progress toward financial goals, along with a to-do list to get you going.” The Credit Chronicle, May 7, 2009 Tips Towards Financial Freedom
“Simplifi is an online personal finance planning tool that can help you take that first step. With Simplifi you can see what you own and what you owe, plus your goals and spending plan, all together in an easy-to-use format. All your information works together so you can see how changes to what you spend or save can impact your ability to reach your goals. Simplifi is a SEC Registered Investment Advisor (RIA), so they know what they're doing. Best of all, Simplifi is FREE!” Credit Union Tech Talk, May 4, 2009 SimpliFi Wins Best of Show Honors at FinovateStartup 09
“SimpliFi, a free online financial planning and advice service that lets anyone plan for their financial future, was awarded Best of Show honors at FinovateStartup 2009, an annual conference that showcases innovative financial technology products and services. SimpliFi replicates the same financial planning process used by 95% of Certified Financial Planners, and the company itself is a Registered Investment Advisor with the SEC.”
Cinco Dias, May 5, 2009 Las máquinas y los asesores
“Se llama Sophie, viste traje de chaqueta gris y camisa azul marino y luce gafas de pasta fina. Es asesora financiera, pero no es humana, es el avatar de un programa informático de planificación financiera denominado Simplifi que tiene como objetivo el asesoramiento financiero a largo plazo.” – Miguel Rodríguez, Cinco Dias BusinessWeek.com, Larry Chiang, May 5, 2009 What I Learned at Finovate That I Could Not Learn at B-School
“First, one general criticism: most of what I learned in B-school didn't apply to our startup launch, mainly because the cases used were primarily big-company examples (how to manage multi-country operations was interesting but not really relevant to a company of 4). Based on my experience, here are three things I think b-school should teach: 1) How to sell: this is the critical skill for any business person, from 1-man consultant to middle manager at a Fortune 50 company. Yet there were no classes on how to sell. A huge, gaping hole in the curriculum.” – Bryan Link, SimpliFi Barron's, May 4, 2009 New Tools For Bond Shopping
SimpliFi has launched a financial-planning tool at its Website, Simplifi.net, [that] appears to be aimed at those who don't want to spend a lot of time with a calculator when deriving a financial plan and is, as its name implies, simple. InvestmentNews, May 1, 2009 Say hello to 'Sophie,' the virtual financial adviser
Meet Sophie, the computer avatar. She also happens to be a virtual financial adviser. Her existence and that of SimplFi, the new, free online financial planning service she inhabits, from SimpliFi LLC, were announced this week as part of the annual FinovateStartup (short for financial innovation) conference held this year in San Francisco. Fabb.log, May 1, 2009 New E-Finance Options For All
Simplifi is an entire tool dedicated to assessing your current financial situation and helping you save for future plans. Javelin Strategy, Mark Schwanhausser, April 30, 2009 In search of perfect PFM at Finovate
“Some are targeted at specific demographics, such as women between the ages of 30 and 55 with incomes between $80,000 and $250,000 (Green Sherpa), or do-it-yourself financial planners (SimpliFi).” Local Tech Wire, April 30, 2009 Winston-Salem startup SimpliFi earns top honors at financial service showcase
SimpliFi, a Triad-based startup, brought home 'Best of Show' honors from the FinovateStartup 2009 conference in San Francisco earlier this week. The Digerati Life, April 30, 2009 Players In The Online Personal Finance Space @ The Roundup Finovate Fourth Demo Session: Lots of interesting names here, including Green Sherpa, SimpliFi, SmartHippo, DebtGoal, Prosper, Credit Karma, and more. Lazy Man and Money, April 30, 2009 Live from Finovate Startup - Fourth Demo Session
Simplifi really stood out here... They could put me out of business as a personal finance writer. PC World, April 29, 2009 Finovate Startup Showcases Nifty New Web-Based Financial Services
Many Web-based personal finance managers do a great job of aggregating account information, tracking your spending, and helping you create a budget so that bills get paid. Simplifi has the bigger picture in mind: Give it detailed information on your income, debt, assets and goals, and it will put together a long-term financial plan. Earth-Stream, April 29, 2009 SimpliFi Launches Simple, Free Financial Planning System for Everyone
New site offers easy to use financial planning tools and certified expert advice on long-term savings, debt management, insurance and investments. Filene Research Institue, April 29, 2009 Tremor of Change: Delta Community hires Wesabe
But the new software at places like Wesabe, MoneyTracker, Mint, Thrive, SimpliFi and others remove the onerous data entry and increasingly offer useful layman's advice. |
As Seen on TVJuly 2010 SimpliFi at the Microsoft WWPC
ABC News Presents PFM
Budgeting Tips for Young Adults
Bryan Link discusses how young adults can work a spending plan into their lives. WFMY News 2, Dana Arquilla, December 28, 2009 Virtual Financial Advisor Helps You Save and Plan
“Many people set financial goals as part of their New Year's resolutions. Now there's a website that helps you get financial advice...in a very simplified and confidential way. Simplifi.net is an easy way to help you understand your finances. There are no big words or complicated formulas...just tell the virtual financial advisor "Sophie" where you are and where you want to go...and she'll do the rest!" Good Money, Tanya Rivero, November 4th, 2009 Dodge the Holiday Hangover
Bryan Link discusses the importance of budgeting wisely to avoid falling into the holiday debt trap. Visible Banking, Christophe Langois, October 26, 2009 Finovate09 Interview #8: Bryan Link, Co-Founder & CEO
ABCNews Now, October 3, 2009 Online Financial Tool: SimpliFi.net
"A simple and free way to manage your money." ABCNews, Mellody Hobson, September 15, 2009 Best Financial Web Sites
Financial expert Mellody Hobson with her top picks for the best financial sites. Good Morning America / ABC News, Mellody Hobson, August 12, 2009 Mellody's Best Financial Web Sites
"It's easy to use. You give approximate account balances and nicknames for each of your accounts, so no actual personal information is needed. Then, you determine your financial goals. 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. Best of all, the site is a registered investment advisor, which means it must follow all the rules of the Securities and Exchange Commission. " Fox Business News, Jenna Lee, June 2, 2009 Virtual Finance Advice
CEO and Co-Founder Bryan Link sits down with Fox Business to talk about Simplifi's virtual financial advisor Sophie. MarketWatch, April 28, 2009 New Site Aims to Help People Set Financial Goals
There are a slew of free online sites people can use to organize their personal finances. A new one, SimpliFi.net, focuses on having people create a road map to save for short- and long-term goals. MarketWatch's Jonathan Burton reports. Magazines & NewspapersWoman's World, Amanda Post, January 25, 2010 Help for Holiday Bills!
Top 40 Websites for your Wedding
"Meet your future goals with this new free site that makes financial planning easy and painless." Wall Street Journal, Mary Pilon, September 29, 2009 Finovate: Welcome to the World of Savings
“It’s not enough for a bank just to offer a savings account anymore. Here at Finovate, several thrift-minded start-ups have presented so far, responding to the new spike in savings from American spenders.” Wall Street Journal, Mary Pilon, September 28, 2009 Finovate 2009 Preview
“Tuesday is Finovate – a personal finance and tech conference here in New York. As we’ve mentioned before, the event is like March Madness for people who dig online personal finance tools. The conference-basically a day of back-to-back demos-is put on by NetBanker, who has provided a full list of companies making presentations here.” Credit Union Journal, Kevin Jepson, August 17, 2009 How Online Financial Advisor Connects Members to CUs' Products
"Getting sound financial-planning advice is better for the long-term than managing money, according to Bill Grizack, managing director, BrightLeaf. "There are quite a few personal financial management tools on the market for budgeting purposes, which is really important but relatively short-term. There aren't that many options in the marketplace providing comprehensive financial advice. We're a registered financial advisor, and we're trying to get members to be more holistic." The Wall Street Journal, Shelly Banjo, June 7, 2009 The Best Online Tools for Personal Finance
“SimpliFi.net, from SimpliFi LLC in Winston-Salem, N.C., uses a virtual financial adviser named Sophie to guide you through a planning process based on financial goals, such as saving for retirement or reducing debt. The site assesses how much you should spend and save to reach your particular goal and tells you how likely you are to achieve it with a “Goal Point Average” ranging from A+ to F. (You don’t give the site any of your financial-account information, but you do have to input approximate balances.)" Available in the June 8, 2009 print edition. Triangle Business Journal, May 11, 2009 W-S financial Web site wins Best in Show
“SimpliFi offers free long-term financial planning and advice to middle- and lower-income consumers. It was one of 57 companies that attended FinovateStartup 2009, an annual conference that showcases innovative financial technology products and services.” Other MediaGrow Think Blog, Dave Lavinsky, January 18, 2010 What Every Entrepeneur Ought to Know About Internet Marketing
“Specifically, Ned recently joined GoSimplifi.com (offers financial planning tools) as their VP and General Manager. And, like most of you, Ned wants to quickly start driving a ton of traffic to his website -- while maximizing profits.” Blog Talk Radio,
Lan Nguyen, June 4, 2009
“Not sure how to save for the future? WalletPop's Lan Nguyen chats with Bryan Link, CEO and co-founder of financial planning website SimpliFi.net, about strategies for today's tough economic climate. He'll also talk about his company's new free service, which is aimed to help lower to middle income users.” |
