The UK's most widely used digital risk profiling, investment research and financial planning service to ensure investment suitability, Dynamic Planner is available free to all Members. Assessing suitability has never been higher on the regulator’s agenda and having access to quality tools, which add efficiency and compliant processes into your business, is essential.
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.
One of the most widely used and respected tools in the market, Synaptic’s research tool enables firms to quickly and easily search the whole of the market to demonstrate how a recommendation is aligned with client needs. You receive a complimentary licence as part of your membership and additional licences may be purchased at a significant discount on the market rate.
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.
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
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.