There are 3 item(s) tagged with the keyword "Centra".

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1. Over 2000 users adopt The SimplyBiz Group's Centra system

Over 2000 users adopt The SimplyBiz Group’s Centra system

Tags: Centra
2. A Robust, Compliant And Efficient Advice Process: FTRC's Independent Review Of Centra

In September this year, we commissioned an independent review of Centra by Ian McKenna of the Financial Technology Research Centre.

Tags: Centra
3. SimplyBiz to launch end-to-end investment advice system

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

Tags: Centra

Displaying: 1 - 3 of 3

Testimonials

"In a world where people are ready to complain at a drop of a hat, I just felt it was appropriate to give credit where credit is due and on the whole I feel that SimplyBiz do a very good job."

Lawrence Hayward
Leicestershire

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Latest News

SimplyBiz's Centra has strong uptake

January 17, 2019

2300 advisers sign up for the Group’s end-to-end investment advice system since launch.

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Having the LPA conversation

January 17, 2019

APS Legal’s Scarlett Musson looks at why it’s so essential to discuss Lasting Power of Attorney with every client.

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Be a better you in 2019

January 09, 2019

Our Group Chairman discusses productive New Year’s resolutions and why time spent planning is never wasted.

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The SimplyBiz Group responds to the proposed FOS award limit increase

January 03, 2019

Read the statement from Ken Davy to the FCA's current consultation along with The SimplyBiz Group's full consultation response.

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