BUSINESS EFFICIENCY

The best tools from the across market, plus a few exclusives.

Centra

Centra

The complete end-to-end financial planning system, powered by Defaqto.  Built with advisers for advisers, Centra provides support at each step of the investment advice journey and is exclusive to Members of the Group. Centra offers access to integrated goals based financial planning tools, product research, suitability reports and a complete centralised investment process backed by an independent investment committee. 

Simply Intelliflo Plus

Simply Intelliflo Plus

Intelligent Office’s industry leading back office solution has been a staple of many advisers’ businesses for many years. From segmenting your customer base and adapt your service proposition to demonstrate compliant processes and running more efficiently by connecting straight to over 40 product providers, Simply Intelliflo Plus does it all. Members can access our bespoke version of Intelliflo at a significantly discounted rate.

My Gabriel

My Gabriel

Developed exclusively for the SimplyBiz Group, My Gabriel is an easy to use accounting solution that eases the completion and submission of your Gabriel report. We’re committed to making your Gabriel return as easy as possible and as such, dedicated helpdesk support is available to provide additional guidance as required.

NextGen Websites

NextGen Websites

Our website service enables firms to develop a highly professional web presence with integrated digital tools and compliance checked content. Members can bespoke their site design and content to fit their brand while our digital tools allow clients to complete fact finds, view their portfolio and buy general insurance and more - all within your website.

Simply Marketing Solutions

Simply Marketing Solutions

For firms looking to grow their client base or develop existing relationships, our marketing store provides a wealth of compliance checked newsletters, flyers and brochures. Materials are available in both printed and digital formats and you can also access a design and printing service for your business stationery.

Testimonials

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

David Stewart
Straight Talk Financial Planning

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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 

Read more >