Informed and Personalized Advising, Made simpl .
Every client deserves a planning and communication experience that feels built for them—not a one-size template. simpl uses three back-tested hScores (Return, Safety, and Income) weighted by each client's prioririties to help you tailor narratives, trades, and advice for each relationship, so informed conversations stay personal at scale.
Select a Profile
Priority weights
Conversation Logic
Complex portfolios, but simpl to tell the story
Data is only valuable when clients actually understand it. simpl helps you turn intricate hScore dynamics into plain, defensible language—so "simple" means clear and complete, not dumbed down. Drafts stay tied to real holdings and real numbers.
- Dynamic Draft GenerationContextual emails based on recent market volatility and portfolio-specific shifts.
- Client Personalization EngineTailors tone and depth to match each client's financial literacy and priorities.
Advisor template
Generated draft
Portfolio-Specific
Never generic. Every word is tied to actual holdings and performance.
Compliance Ready
Pre-vetted structures designed to satisfy institutional oversight.
Data-backed Analytics
simpl explains more than risk
Return, Safety, and Income are scored separately—each on the same 0–1000 scale—so you can go deeper in client conversations: explain tradeoffs, answer why the headline score looks the way it does, and ground advice in the facet that matters most for that household.
- Return OutlookMomentum and fundamental growth signals to support informed positioning.
- Safety GradingVolatility tracking and downside protection assessment.
- Income SustainabilityYield analysis focused on long-term distribution health.
Every client. Every priority personalized.
Recommendations adapted for each relationship are simpl
simpl doesn't flatten every client into the same view. Risk preferences, income priorities, and return goals tune the score that guides the conversation for trades and new research - instantly.
Advisory intelligence
RSI settings and top suggestions
Priority weights
Top five suggestions
| Ticker / Name | hScore | Return | Safety | Income |
|---|---|---|---|---|
TPG TPG Inc Class A | h931 | R956 | S345 | I973 |
PRU Prudential Financial, Inc. | h923 | R974 | S249 | I926 |
NOG Northern Oil and Gas, Inc. | h922 | R954 | S132 | I984 |
OMF OneMain Holdings, Inc. | h912 | R942 | S385 | I935 |
LNC Lincoln National Corp | h907 | R983 | S59 | I882 |
Infrastructure
simpl Scale. Frictionless Sync.
simpl doesn't just sit alongside your stack—it powers it. Seamless bidirectional synchronization with the tools you already rely on.
- Custodian Ecosystem SyncDirect, low-latency integration with major custodians keeps positions current so hScore views stay aligned with how you actually manage assets—not stale exports.
- Faster onboardingGet from first PDF or messy spreadsheet to a defensible, review-ready book with insights for portfolio health and optmization suggestions in your client introduction meeting—not after another round of manual cleanup.
Input data
Sync holdings and cash data from custodians and files.
Example workflow
Ranked trades for highest hScore and portfolio impact.
NXQV – Nexquant Vellum Industries
PLHD – Prairie Loop High Dividend ETF
MNVR – Monriver Demo Analytics Inc.
KTLX – Kettlestone Logistics Sample Corp.
Export for action
Export holdings, scores, and client-ready summaries in one step.