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

'It sits all over the place': The tech platform tackling the advice data issue

'It sits all over the place': The tech platform tackling the advice data issue

Afternoon was the winner of The Lang Cat’s AdviceTech Catwalk

Sophia Panayi
clock 03 July 2026 • 3 min read
The three AI trends moving client value from portfolio to relationship in wealth management

The three AI trends moving client value from portfolio to relationship in wealth management

'I'm not convinced everyone putting their use of AI front and centre understands the risks of going all-in'

Anthony Villis
clock 03 July 2026 • 5 min read
Advice professionals using AI up 46% since 2025

Advice professionals using AI up 46% since 2025

According to Dynamic Planner’s Advice 26

Sophia Panayi
clock 01 July 2026 • 2 min read