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

"All my other contacts with SimplyBiz have been, without exception, friendly and all my queries have been dealt with efficiently and effectively. I feel reassured to be a member of an organisation which quite clearly has its Members' interests at heart and which has a positive philosophy with both corporate and individual competence."

Dr David Carter APFS
Tiverton

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Latest News

SimplyBiz Group supports AToM through DA application process

December 13, 2018

New SimplyBiz Mortgages Member talks about why they chose to work with us 

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NMBA: Paraplanning apprenticeship goes live

December 12, 2018

And applications for our 2019 cohorts are now open! 

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NMBA: Are you at full client capacity?

December 12, 2018

Could process efficiencies help you to work with more clients? 

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NMBA: Advisers see MiFID II lengthen processes.

December 05, 2018

New adviser survey shows two hours added to advice process by new regulation 

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