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 advsisers, 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

"Overall a great service much superior to my old network. I enjoyed my time with my old network and it was a tough decision for me to leave them. However, I have never looked back or regretted my decision for me to leave. I currently have other companies on my case to jump ship and leave SimplyBiz but they have been told that they are wasting their time. Keep up the good work!"

Orlando Heron
Holistic Solutions Financial Management

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Latest News

"How turning a blind eye got us to where we are now"

July 18, 2018

It was not many years ago when it became virtually impossible for anyone to obtain PI cover at a reasonable premium. Such was the crisis that the then regulator, the FSA, turned a blind eye to the fact that over a thousand firms were trading without PI insurance.

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How to help clients create a lasting power of attorney - CPD article

July 16, 2018

Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.

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Global markets are set up for stock pickers, say industry heavyweights at SimplyBiz Group Advice Show

July 10, 2018

Geopolitical changes are creating the ideal investment environment for stock pickers, according to industry experts speaking at the most recent Advice Show.

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"Hello, have you been mis-sold an accident claim?"

July 05, 2018

I am sure you will have been delighted to note that, at long last, the Financial Conduct Authority (FCA) is going to formally regulate the ambulance chasers.

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