Products
How Simple Monitor and Simple Select work, what they integrate with, how they're deployed, and what makes them different. Two products, one topic — because principals and teams evaluate them together.
7 questions
Simple Monitor is an AI-powered cross-system oversight tool for family offices. It connects to your existing platforms — portfolio systems, accounting software, reporting tools — and provides a unified governance layer with anomaly detection, audit trails, and a kill switch for automated actions. It doesn't replace your tools; it watches over them.
Monitor is tool-agnostic. It integrates via APIs and data connectors with common family office platforms — including portfolio management systems, accounting software, CRM, and document management. You don't need to switch tools; Monitor sits on top of what you already use.
It means Monitor doesn't require you to use specific vendors or platforms. Whatever combination of systems your family office runs — whether it's Addepar, QuickBooks, Salesforce, or custom spreadsheets — Monitor can connect to them. We believe oversight should be independent of the tools being overseen.
The kill switch is a safety mechanism that allows authorised users to immediately halt any automated action taken by Monitor's agentic tools. If an AI-initiated process raises a flag — an unusual transaction, an unexpected system change — the kill switch stops it instantly and alerts the relevant team members.
Simple Select is a structured vendor evaluation framework that helps family offices choose the right technology and service providers. It replaces ad-hoc vendor selection with a rigorous, category-based assessment process — covering capabilities, pricing, integration, support, and governance compatibility.
The directory is a listing of service providers — browse, filter, compare at a high level. Select is an active evaluation process. When you engage Select, Simple conducts structured assessments of vendors in your specific category, scores them against your requirements, and provides a recommendation with full methodology documentation.
No. Simple does not accept referral fees, commissions, or revenue share from any vendor in the directory or Select process. Our advisory recommendations are independent. Vendors pay for directory listings, but listing status has no influence on Select evaluations.