A one-stop solution for advisers, created by advisers
Having the right technology behind you is now a given, but it is just as important to ensure that technology works seamlessly with your business and does not itself become a burden.
At SimplyBiz, we have created Centra, powered by Defaqto Engage, a true one-stop solution for advisers and what’s more – we provide this complementary for our members.
Technology doesn’t stand still and that’s the same for Centra, continually developing. Last year alone we added ESG reviews, video conferencing, Defaqto's new ATR questionnaire and enhanced the strategic asset allocation.
IO - Support that’s built around your business
Technology can help to transform your business into a more efficient, compliant and sustainable one for the future.
However, we know that implementing new technology and processes takes time and, for it to be successful, requires support that goes beyond the initial training.
That’s why when you sign up for Intelligent Office, you’ll receive support that’s built around your business needs, not only from their team of experts, but also from the SimplyBiz Adviser Services team.