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

"I can thoroughly recommend SimplyBiz to any IFA who is either already directly regulated or who wishes to go directly regulated. I conducted my own independent 'Fact Find' on the various companies (both Networks and Service providers) in the marketplace and found SimplyBiz to be the best. I am most pleased with the T&Cs, the high level of service and of course the very competitive cost that SimplyBiz offers members."

M Mohan
Middlesex

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Latest News

Over 2000 users adopt The SimplyBiz Group's Centra system

October 10, 2018

Over 2000 users adopt The SimplyBiz Group’s Centra system

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60 apprentices now enrolled on NMBA apprenticeship scheme

October 03, 2018

Another 20 budding financial advisers are now making their way through the NMBA apprenticeship programme 

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A Robust, Compliant And Efficient Advice Process: FTRC's Independent Review Of Centra

September 30, 2018

In September this year, we commissioned an independent review of Centra by Ian McKenna of the Financial Technology Research Centre.

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A little more conversation AND a little more action please!

September 26, 2018

Why Ken Davy believes that access to information is just as vital as access to advice

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