Centra

23 Jan 2018

SimplyBiz has launched an end-to-end financial planning system which will bring its existing tools into one integrated service.

Centra is free for SimplyBiz members and offers financial planning tools, product research, suitability reports and a centralised investment process.

                                

Centra has been in development for more than a year following demand for this development from SimplyBiz members.

Dan Russell, the managing director of SimplyBiz Investment Services, said: "The most important aspect of Centra for us is that it was designed and created based on the feedback of advisers.

"Our members told us they wanted greater efficiency in the advice process, a seamless link from financial planning to research and suitability reports, greater support in making suitable investment recommendations and support to deliver a better customer experience.

"Centra delivers on every one of those requirements."

                                

Mr Russell said that while Centra is a single system available through one log-in, SimplyBiz members will still be able to access each of its components separately if they do not wish to use it.

He said advisers will also be able to use SimplyBiz's central investment proposition or plug their own into it if they wish. SimplyBiz will help advice firms design and introduce their own CIP if they wish.

SimplyBiz created the service with Defaqto and Intelliflo, with some of Centra's component parts developed by Oxford Risk, Finametrica, Morningstar and Moody's.

Centra will be rolled out to Members of SimplyBiz in the first quarter of 2018 and the demonstrations and workshops will run at upcoming events, with additional support from an on-boarding team.


Testimonials

“We have nothing but praise for the entire team at SimplyBiz. With their guidance we were able to go directly authorised and are so glad we did, as we have never looked back. The service we receive is impeccable and our business receives great value for money.”

Chris Pratt
Nottingham

Read More

Latest News

Ken Davy: Do you have money to burn?

February 20, 2019

Group Chairman Ken Davy looks at how employing the right support technology could help advisers save time and money.

Read more >

NMBA champions the growth of new advisers in the sector

February 18, 2019

More than 100 financial services professionals have enrolled on the New Model Business Academy's (NMBA) apprenticeship programme since it was launched last year. 

 

Read more >

SimplyBiz considers acquisition service for advisers

February 18, 2019

SimplyBiz is working on a service to match advisers selling their businesses with potential buyers.

Read more >

Richard Ardron: Keeping pace with the modern client

February 12, 2019

Have the fundamental needs of clients changed? Or is it simply a case of evolving expectations and, as a result, changes in attitudes and behaviours?

Read more >