BUSINESS EFFICIENCY

The best tools from the across market, plus a few exclusives.

Centra

Centra

The complete end-to-end financial planning system, powered by Defaqto.  Built with advisers for advsisers, Centra provides support at each step of the investment advice journey and is exclusive to Members of the Group. Centra offers access to integrated goals based financial planning tools, product research, suitability reports and a complete centralised investment process backed by an independent investment committee. 

Simply Intelliflo Plus

Simply Intelliflo Plus

Intelligent Office’s industry leading back office solution has been a staple of many advisers’ businesses for many years. From segmenting your customer base and adapt your service proposition to demonstrate compliant processes and running more efficiently by connecting straight to over 40 product providers, Simply Intelliflo Plus does it all. Members can access our bespoke version of Intelliflo at a significantly discounted rate.

My Gabriel

My Gabriel

Developed exclusively for the SimplyBiz Group, My Gabriel is an easy to use accounting solution that eases the completion and submission of your Gabriel report. We’re committed to making your Gabriel return as easy as possible and as such, dedicated helpdesk support is available to provide additional guidance as required.

NextGen Websites

NextGen Websites

Our website service enables firms to develop a highly professional web presence with integrated digital tools and compliance checked content. Members can bespoke their site design and content to fit their brand while our digital tools allow clients to complete fact finds, view their portfolio and buy general insurance and more - all within your website.

Simply Marketing Solutions

Simply Marketing Solutions

For firms looking to grow their client base or develop existing relationships, our marketing store provides a wealth of compliance checked newsletters, flyers and brochures. Materials are available in both printed and digital formats and you can also access a design and printing service for your business stationery.

Testimonials

“Extremely satisfied with SimplyBiz Services”

Kevin Hopwood
Hopwood Ash Ltd

Read More

Latest News

SimplyBiz to launch end-to-end investment advice system

January 19, 2018

SimplyBiz Group is to launch an end-to-end financial planning system, Centra, to provide support to advisers throughout the investment advice process.

Read more >

"Product providers can help reduce the FSCS levy"

January 17, 2018

I make no apology for returning to the subject of the Financial Services Compensation Scheme (FSCS), as the deadline for responding to the Financial Conduct Authority's (FCA) consultation paper is the end of January.

Read more >

Adam Tyler to lead new trade body FIBA

January 15, 2018

The Financial Intermediary & Broker Association, which evolve from the Association of Bridging Professionals, has appointed Adam Tyler as its Chairman.

 

Read more >

"It's time to put pen to paper on the FSCS levy"

January 10, 2018

The first thing I want to highlight is the opportunity you have right now to help stop the grotesque injustice of the current system of Financial Services Compensation Scheme (FSCS) funding.

Read more >