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There are 5 item(s) tagged with the keyword "Centra".

Displaying: 1 - 5 of 5

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

Over 2000 users adopt The SimplyBiz Group’s Centra system

Tags: Centra
3. 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
4. SimplyBiz Group's Centra system reaches 3000 users

New functionality and tools for Centra, as 3000 advisers sign up to use the Group’s investment system  

 

 

Tags: Centra, Investments
5. Pension switching module added to SimplyBiz Group's Centra system

The new functionality allows advisers to compare multiple pension switching scenarios, including partial switches.

 

Tags: Pensions, Centra

Displaying: 1 - 5 of 5

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