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.


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Friendly, knowledgeable staff and a great source of help and support, particularly helpful with Gabriel reporting.

David O’Leary DipPFS
Primary Wealth Limited 

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