Company intelligence
Simplicity Ops
Next Level Client Service
About Simplicity Ops
Simplicity Ops partners with Financial Advisors to build profitable, scalable, and client-focused practices. At Simplicity Ops, we specialize in helping financial advisors streamline operations, optimize workflows, and integrate technology to deliver exceptional client service and create sustainable profitability. Our tailored approach focuses on auditing processes, building systems and workflows, educating users and empowering teams to thrive. Whether you’re looking to optimize your CRM, enhance client service experience, or simplify day-to-day operations, Simplicity Ops provides the tools, strategies, and expertise to take your practice to the next level!
Verified activity
Signals from Simplicity Ops
2 published signals
Technology & Infrastructure
Simplicity Ops helped a firm reduce contacts missing a category by 99.5%, reduce unspecified statuses by 99.8%, document 50 business processes, and reduce email templates from 5 to 54, workflow templates from 30 to 46, and automation templates from 9 to 18
Reported by Kate Guillen
Customers & Market
Simplicity Ops helped a firm grow revenue from $8M to $10.24M over the course of the last 12 months, with revenue per client increasing 47% and revenue per advisor increasing 28%
Reported by Kate Guillen