back Back

SIMON & Cetera partner to launch innovative access to annuity solutions

By Pavithra R

February 26, 2021

  • America
  • Simon

SIMON partners with Cetera to launch innovative access to annuity solutionsSIMON Annuities and Insurance Services has announced a new partnership with Cetera to delivers SIMON’s insurtech platform for annuities to Cetera financial professionals.

The SIMON annuities platform streamlines product education, training and offers compelling product analytics and illustration capabilities within one centralized location.

Under the partnership, Cetera’s network of independent financial professionals will be able to leverage SIMON’s established relationships and seamless integration with leading annuities carriers to serve the portfolio needs of their clients. 

“Cetera is committed to expanding solutions that drive growth for our financial professionals. Simply stated, the SIMON platform creates ease of doing business, making it possible for annuities to be better understood and utilized for retirement planning and ultimately, drive better retirement outcomes for more investors,” said Adam Antoniades, Chief Executive Officer of Cetera.

SIMON’s insurtech solution is the latest launch at Cetera focused on enabling financial professionals to deliver an Advice-Centric Experience to clients and is aligned with both companies’ philosophies: empowering financial professionals with the tools and resources they need to bring more to life for their clients.

“SIMON is thrilled to partner with Cetera for annuities. Professionals have to be empowered with the right information to think differently about retirement planning as a part of the larger portfolio management experience. Accelerating the development of digital solutions that enable more meaningful human connections is a vision SIMON is proud to share with Cetera,” said Jason Broder, Chief Executive Officer of SIMON.

SIMON is a FinTech company transforming the digital experience for financial advisors, enabling them to serve their clients better. Its investors include J.P Morgan, Goldman Sachs, Prudential, Barclays, Wells Fargo, HSBC, and Credit Suisse. It’s intelligent and innovative platform delivers an end-to-end digital suite of tools to more than 85,000 financial professionals, who serve more than $3T in assets, empowering them with on-demand education, an intuitive marketplace, real-time analytics, and lifecycle management.

Previous Article

February 26, 2021

SME lending company NeoGrowth introduces its diGibizz platform

Read More
Next Article

February 26, 2021

TreeCard secures $5.12 million seed round led by EQT Ventures

Read More

IBSi Daily News Analysis


July 19, 2024


SMEs leverage cloud to gain competitive edge, study shows

Read More

IBSi FinTech Journal

  • Most trusted FinTech journal since 1991
  • Digital monthly issue
  • 60+ pages of research, analysis, interviews, opinions, and rankings
  • Global coverage
Subscribe Now

Other Related News


Bud expands data intelligence platform with new office in Lithuania

Read More

July 15, 2024

Duck Creek Technologies delivers HDFC ERGO’s new core InsurTech solutions

Read More

July 12, 2024

Nuvei and Mastercard team to enable crypto to fiat conversion

Read More

Related Reports

Sales League Table Report 2024
Know More
Global Digital Banking Vendor & Landscape Report Q2 2024
Know More
NextGen WealthTech: The Trends To Shape The Future Q4 2023
Know More
IBSi Spectrum Report: Supply Chain Finance Platforms Q4 2023
Know More
Treasury & Capital Markets Systems Report Q1 2024
Know More

IBSi Sales League Table

The industry acknowledged barometer of global banking technology vendor performance!
Get your copy now!
Get your copy now! IBSi Sales League Table 2024