Simplify’s Mission to Democratize Investing

Simplify’s mission is to make investing simple, transparent, and risk-free for their clients. Their vision revolves around democratizing access to institutional-grade investment strategies at lower costs and with higher liquidity.

Eric McArdle, Managing Director, plays a vital role in client communication, client experience, and expanding Simplify’s reach. Their primary clientele consists of Registered Investment Advisors (RIAs), ranging from individual advisors managing smaller portfolios to larger teams overseeing billions in assets.

Challenges with Previous Data Provider

Simplify initially relied on manual processes and fragmented data sources. Using spreadsheets and publicly available 13F data quickly became cumbersome, prone to errors, and inefficient.

Eric described their previous provider as offering a “half-baked data set” — misaligned with their RIA focus, leading to wasted time and generic outreach. This lack of integrated targeting capabilities left Simplify stuck in repetitive, unproductive cycles.

If you’re exploring database options, check out our full guide on The Best RIA Databases in 2025.

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Finding AdvizorPro: The Turning Point

Eric nearly gave up on finding a solution until discovering AdvizorPro’s RIA prospecting platform. Within minutes of the demo, he recognized it was the missing link:

• Seamless HubSpot integration streamlined workflows.
• Custom keyword analysis went beyond surface-level queries, enabling deeper targeting of advisors’ investment philosophies and demographics.
• Weekly automated syncs fed qualified data directly into their CRM, eliminating manual input.

“Nobody else has the workflow problem solved like you all do, especially for us.” Eric highlighted.

For more on why firms are switching away from outdated platforms, see 5 Reasons Asset Managers Are Ditching Legacy Data Providers & Switching to AdvizorPro.

Incorporating AdvizorPro into Simplify’s Sales Strategy

With AdvizorPro, Simplify refined their targeting model for RIAs by layering competitive fund data, demographics, and custom queries. This gave their sales team the ability to:

• Build workflows and segmentation lists in HubSpot.
• Execute highly targeted marketing campaigns.
• Automate repetitive data tasks, freeing up time for relationship building.

“AdvizorPro’s customized queries go beyond traditional data sets — they’re very thoughtful and a real differentiator for us.” Eric explained.

The Impact of AdvizorPro on Simplify’s Growth

The results have been game-changing:

• 150 hours saved monthly by eliminating manual CRM updates.
• Tens of thousands of new, high-quality leads flowing into the pipeline.
• Reduced costs by avoiding the need for additional staff.
• Opportunities such as a $50 million potential AUM lead uncovered.

Eric summed up, “The less time I have to spend thinking about this, the happier I am. I don’t ever worry about the quality of your data.”

Looking for more ways data can fuel advisor growth? Explore The RIA M&A Playbook: How to Evaluate Targets Using Data.

A True Partnership with AdvizorPro

Simplify views AdvizorPro as more than just a vendor. Eric praised the team’s responsiveness, reliability, and security, emphasizing that feedback is always welcomed and acted upon. This partnership has enabled Simplify to focus on its core mission: building advisor relationships and growing assets under management (AUM).

AdvizorPro Powers Simplify’s RIA Success

AdvizorPro has been the catalyst for Simplify’s transformation, enabling them to shift from fragmented, manual processes to a scalable, automated RIA prospecting strategy. With AdvizorPro, Simplify has:

• Streamlined their workflows.
• Increased the quality and quantity of leads.
• Reclaimed time to focus on serving clients.
  

Request your free trial today and see how AdvizorPro can help your firm achieve the same level of efficiency, growth, and client success.

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