Simple Intelligence
Business Apps · Coming Soon
Simple Advisor

Simple Advisor
The RIA back office on Microsoft 365.

For COOs and operations leaders at $250M to $5B AUM RIAs and small family offices.

RIAs and small family offices sit between Orion (reporting only) and Addepar (enterprise priced). Simple Advisor is the AI-native onboarding-to-reporting surface for $250M to $5B AUM firms: client onboarding, pre-meeting briefs drafted from filings and news, performance reporting tied to portfolio accounting feeds, all on Microsoft Cloud for FSI.

Replaces Orion Advisor (reporting only) Tamarac (Envestnet) Black Diamond (SS&C) Addepar (enterprise priced) Practifi
Web Planned Copilot Planned
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What it does

Capabilities

Storage posture
Persistent (Postgres + pgvector)
Certification target
Microsoft Cloud for FSI
Distribution
Azure Marketplace · AppSource
Status
Coming Soon

Want to talk it through?

Book a 15-minute intro call. No deck, no demo unless you want one. Just a conversation about whether Simple Advisor solves what you're working on.

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