Introducing the Simvida Updates 🎉

We're excited to share that we have launched the official Simvida Updates! This dedicated space will be your go-to source for all the latest news, product enhancements, and insights from our team.

🔗 Stay Informed: Our updates will feature regular updates about new features, improvements, and the evolving landscape of financial planning that affects you.

💌 Get Involved: We love hearing from you! Reach out to us on LinkedIn, ask questions, give feedback or just say hi. Your input helps us make Simvida even better.

Stay connected with us through our blog as we continue to innovate and enhance your financial planning experience. We're excited to embark on this new chapter with you and look forward to sharing our journey here.

Operational managers now have the ability to reassign clients from one advisor to the next but the simple click of a button and the affects are immediate!

How does it work?

• In the event that a client needs to move an advisor, the operational manager is able to easily move the client portfolio from one advisor to the next.

• Operational managers now have control over compliance functions at the click of a button.

• The clients user experience within Simvida will not change, ensuring a seamless experience.

• Advisors will immediately be able to see their reassigned clients as soon as the action takes place, ensuring that they can immediately service their clients.

The advanced search interface now allows advisors to easily search, filter and sort client, trusts and companies records effectively and efficiently

Advisors are now able to easily Search, Filter and Sort client files using :

• Client information such as ID number, First Name, Last Name and Phone number

• Trust registration numbers.

• Company registration numbers.

• Asset cover information.

• Total Asset information.

With the ease of use, advisors will be able to service their clients and navigate to their file with the click of a button!