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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

“Have been delighted with the way all staff treat Members”

David Stewart
Straight Talk Financial Planning

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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.

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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. 

 

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SimplyBiz considers acquisition service for advisers

February 18, 2019

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

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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?

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