What technology does SimplyBiz offer advisers?

clock

Mark Loosmore of AT8 Group looks at the technology SimplyBiz uses to provide services to its members.

This week we spoke to one of the joint managing directors of SimplyBiz, Neil Stevens, to learn more about how the company uses technology to drive benefit to its member firms. The conversation with Stevens broke down into two distinct areas – the technology that SimplyBiz uses for itself to drive an efficient service to its members and the technology it provides to its members to use within their own operations. Both are an important part of the SimplyBiz proposition. Goldmine We start by looking at the internal systems at SimplyBiz. If networks and service providers are to have sus...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Dynamic Planner CEO on AI's role in 'trusted advice'

Dynamic Planner CEO on AI's role in 'trusted advice'

‘The challenge is that delivering advice is hard’

Isabel Baxter
clock 09 December 2025 • 6 min read
FCA reveals first group of financial firms to take part in AI testing

FCA reveals first group of financial firms to take part in AI testing

To deploy ‘safe and responsible’ AI

Cristian Angeloni
clock 03 December 2025 • 1 min read
Providers have 'clear role' to help advice firms with AI governance support

Providers have 'clear role' to help advice firms with AI governance support

Less than 5% of advisers have a full AI policy

Isabel Baxter
clock 02 December 2025 • 3 min read