Every figure traceable.
Nothing we show is a black box. A number is only as trustworthy as the document behind it, so we keep that link intact from source to screen.
You manage their life’s work. We give you the tools to protect it.
Stewarding someone else’s money is an honor, but thorough due diligence often demands more time than you have.
Simpli-FI Money builds payment, oversight, and administration software for pension funds, advisers, and boards, so you can eliminate operational blind spots and protect the assets under your care.
Who it’s for
For the people who answer for the money.
- Public pension funds and their trustees
- Investment advisers and practice leaders
- Non-profit and association leaders
- The administrators who keep the records straight
The Product Suite
Five tools built for the different demands of your work.
Each product handles a critical layer of institutional management, giving you and your organization complete control over payments, administration, and oversight.
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Pay-by-bank for dues, sponsorships, and donations — built so an organization keeps more of every dollar, with the invoice and its purpose attached to the payment.
In development · pilot design -
A standing board-awareness register: the fees, deadlines, contracts, and conflicts drawn from a fund’s own documents, so a volunteer board can see what it answers for.
In development · preview -
Modern administration for public pension funds — member records, benefit calculation, and statements built to be understood by the people who rely on them.
In development -
Sourced intelligence on public pension funds and the managers they hire. Every figure traces back to the document it came from.
Research preview -
The back-office platform for advisory operations — bank-linking, bookkeeping intelligence, and the records that keep a practice audit-ready.
In development
Our Promise
Held to the standard of the people we serve.
Our clients answer to members, donors, and regulators. Software built for you has to earn that same trust, so we hold ourselves to your standard from day one.
Sensitive systems kept apart.
Financial records run separately from everything else, with access granted narrowly and reviewed, never shared across unrelated work.
Built toward independent assurance.
We hold ourselves to the exact standards you face. Independent security and privacy assurance is built into our core roadmap, not treated as an afterthought.