Tech Review: SimplyBiz

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Mark Loosmore of AT8 Group begins his look at how distributors are using technology to get RDR-ready...

SimplyBiz Services was set up in 2002 as a service company supporting directly regulated IFAs. Seven years on, and it now supports 5,000 advisers and is continuing to grow even in today's challenging marketplace. Compliance services Core to the SimplyBiz offering are the compliance services it provides. However, while compliance services may be the reason many join SimplyBiz, they also offer enhanced commission terms and act as an important communications channel, passing information from product providers to the SimplyBiz advisers - in a sense acting as an outsourced broker consultan...

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