Having the right technology behind you is now a given, but it is just as important to ensure that technology works seamlessly with your business and does not itself become a burden. We provide market-leading solutions as part of your membership fee and you won’t be on your own, we have more support to help with adoption and use than ever before.
As the UK's largest provider of regulatory and business support to directly authorised advice firms, we’re able to offer our members significant benefits on best in breed technology. This includes complimentary access to Defaqto Engage, the only place to get fully integrated financial planning in one simple, convenient package, and substantial discounts on a host of other software
Smarter Financial Planning with Defaqto Engage
The only place to get fully integrated financial planning in one simply, convenient package. And with complimentary licences included in your membership, see how Engage can give your business a competitive edge.
Increase efficiency: streamline operations with a single solution - reduce complexity, minimise errors, and reduce costs associated with multiple systems and staff training.
Improve compliance: with a consistent methodology to lower compliance risks through a repeatable advice process that supports ongoing suitability.
Grow revenue: by selecting the most suitable products and delivering a confidence-inspiring advice journey, to achieve sustained growth in AUA and improved client retention.
Engage in action
Engage - the UK’s most comprehensive financial planning solution helps you deliver exceptional financial advice, from start to finish.
It gives you the power to provide a faster, smoother, more compliant customer experience through one simple, convenient package of seamlessly integrated tools, covering:
- End-to-End Financial Planning
- Cash Flow Planning
- Risk Profiling
- Detailed Research for Funds & Products
- Protection Research
- Ratings & Reviews
- Pension, Platform & Product Switching
- Suitability Report Production
- Back Office/CRM Integrations
More than 30% of advisers are using Engage to give their businesses a competitive edge, with recommendations of £43bn going through the system.
Defaqto is one of the UK’s most trusted sources of financial product and market intelligence, supporting financial institutions, intermediaries, and consumers to make smarter financial decisions.
They maintain the UK's largest financial product database and use proprietary research methodology to develop independent ratings, reviews, insights, and technology.
Transform your business with Intelliflo Office
Using an open architecture philosophy, Intelliflo Office is more than just a back-office system.
It lets you manage the entire advice process within a single technology eco-system, connecting you with:
- Software partners
- Platforms
- Fund managers
- Product providers, and
- Most importantly - your clients
Members of SimplyBiz can access Intelliflo Office at a preferential rate, and it seamlessly integrates with Centra delivering even greater efficiencies in your advice process.
Intelliflo Office drives business efficiencies and processes with improved ROI by streamlining the administration processes, cutting costs and giving you more time back to spend nurturing client relationships and growing your business.
- Reduce your costs and enjoy the convenience of 24/7 remote access
- Save time by managing the entire advice process via one user-friendly system
- Key in your client’s data once and use it for many different purposes
- Scale to suit the size of your business
- Integrate the tools you use most via the intelliflo store, showcasing 100+ ‘best of breed’ platforms, product providers and more
Intelliflo Office provides protection for your business through automated processes that are efficient and compliant.
Give your clients a bird’s eye view of their finances with the Intelliflo Office Personal Finance Portal
Secure messaging
Strengthen client relationships with secure online messaging, allowing clients to communicate with you anytime, anywhere, and in turn can free up more of your time.
Clients see all their financial information in one place
The Personal Finance Portal also acts as a self-service point empowering your clients to populate their fact find data or get updated product valuations, ensuring your information is up to date.
Reduce admin costs and risk with secure document sharing
Share, confirm and submit documents securely saving you time and money on administration costs whilst reducing the risk that comes with sharing documents via unsecured email or the post.
SmartSearch
With SmartSearch, you can enjoy complete peace of mind knowing that all your AML compliance needs are covered by one easy to use platform.
SmartSearch offers a unique platform delivering Anti Money Laundering (AML) searches and verifications on Individuals and Businesses across the UK and International Markets, including automatic Sanction and PEP screening.
It provides an inbuilt range of daily monitoring, email alert systems and real-time information management, from which to deliver biography, adverse media and photographic evidence in response to "alerted events". Their principal data partners are Experian, both global information services companies. These long-standing relationships provides the deepest data coverage across the UK Market and comprehensive coverage in most International Markets.
SmartSearch recently announced its newly developed Facial Recognition and TripleCheck technologies. These enhancements ensure additional security to all AML and ID checks, without conducting face-to-face meetings, guaranteeing all checks can be completed remotely.
Investment
Expert investment intelligence to power your investment advice process.
Providing you access to new in-depth investment research, market-leading financial planning tools and dedicated investment support.
See how much you could save by moving to SimplyBiz.
Want to know how we can help your business?
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Alternatively, call us direct on 01484 439128.