SimplyBiz Investment Services offers you Centra,
a complete investment solution.

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Centralised
Investment
Process

A complete CIP, designed and delivered by SimplyBiz Investment Services, or your own CIP, designed and built for you by our experts.

Complete, ready-to-use, CIP

Clear, robust process for investment selection

All CIP documentation provided

Consultancy team help to build and implement

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Investment
Committee

The complete centralised investment process is backed by an expert, independent investment committee, working for you.

Leading industry expertise

Strategic asset allocation creation

Review and assessment of investment

Performance of funds and models

Quarterly reporting

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Integrated
Research

Three way integrated fund, tax wrapper and product research.

Funds

Model Portfolios and DFMs

Platforms

Tax wrappers

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Suitability
Reports

Planning and research leads to integrated Suitability Report creation.

Suitability reports designed by SimplyBiz Group's experts

Clear charts and summaries

Audit trail

Seamless link with Intelliflo back office

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Service and
Support

A dedicated, passionate, team at your disposal to help you implement Centra within your business.

Dedicated helpdesk

Workshops and online help

One-to-one implementation of core CIP

Consultancy to document and build bespoke CIP

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Planning
Tools

Powerful financial planning at your fingertips, with all processes designed and approved by The SimplyBiz Group compliance experts.

Choice of risk profilers

Capacity for loss

Retirement modelling

Goals based planning, including income

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The latest from Centra

14 November 2018

Check out FTRC's latest independent report on Centra

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13 November 2018

Centra heads to the Advice Show - tune in to find out more

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10 October 2018

Over 2000 users adopt The SimplyBiz Group's Centra system

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05 March 2018

Introducing Centra

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One System, Your Advice

What is Centra - Dan Russell, MD SimplyBiz Investment Services

Centra - Driving your CIP

Client reports within Centra

Financial Planning within Centra

Integrated Research

Support for Adopting Centra