How we’re helping
We count the industry’s leading providers of tech amongst our partners. So advisers have plenty of options when it comes to improving their service to clients or increasing efficiency in their businesses.
7,000+
active licensees of Competent Adviser
£72bn
of assets under managements via Intelligent Office*
* Full trading year 2023
£8.94bn
worth of recommendations by our members using Defaqto Engage*
* Full trading year 2023
Tech suppliers
If your solution can help us in our mission to drive forward technology in the financial services professions, we’d love to hear from you.
Get in touchIntermediaries
Our financial technology solutions reduce complexity across the advice process; saving time and reducing costs. See what they could do for your business.
Learn more"Simply Biz are at the forefront of providing innovative compliance and technology solutions that deliver exceptional outcomes for member firms and their client’s. Working in partnership, we have launched one of the most comprehensive packages of financial planning tools available in the market."
Roger PerryHead of Intermediary Sales
Defaqto
