Built by Advisors, for Advisors
We got tired of overpaying for bloated compliance software, so we built something better.
Why We Built This
As practicing financial advisors, we lived the daily frustration of expensive, overcomplicated compliance software. We were paying enterprise prices for basic functionality we actually needed, buried under features we'd never use.
Sound familiar? You need risk assessment and rollover analysis that simply works, not a Swiss Army knife of features you'll never touch.
So we built Simple Advisor Tools - professional compliance software at honest pricing. No feature bloat, no enterprise sales tactics, just the essential tools you need at prices that make sense.
Our Philosophy
Three principles that guide everything we build
Essential Over Everything
We focus on the 20% of features advisors actually use 80% of the time. Clean, simple tools that get compliance done.
Honest Pricing
No hidden fees, no surprise costs, no 'call for pricing.' What you see is what you pay - half what the big guys charge.
Advisor-First Design
Built by advisors who understand your workflow. Every feature tested with real practices, not boardroom theories.
Our Promise to You
Professional Compliance Tools
Every tool meets or exceeds regulatory requirements. We don't cut corners on compliance quality.
Fair, Transparent Pricing
No hidden fees, no surprise costs. Pay for what you use, not for features you'll never touch.
Focus on Essential Features
We build what advisors actually need, not what sounds good in a sales presentation.
No Bloat, No BS
Clean, simple tools that work the way you think. No learning curve, no complexity for complexity's sake.
Bottom Line:
We're building the simple tools we wish we had when we were in your shoes. Professional quality, essential features, honest pricing.
That's our promise. That's why we exist.
Meet the Advisors Behind the Tools
Real advisors who understand your challenges because we've lived them
A Team of Practicing Advisors
Our Background
- • 15+ years combined advisory experience
- • Independent RIA and broker-dealer backgrounds
- • Series 7, 66, CFP®, ChFC designations
- • Managing over $100M in client assets
Why This Matters
- • We use our own tools daily
- • We understand compliance pain points
- • We know what clients actually need
- • We prioritize features that matter
"We're not a tech company that builds for advisors. We're advisors who happen to build great tech."
Ready to Try Simple Tools Built by Advisors?
Experience simple tools designed by advisors who understand your daily workflow and client needs.