SimplyBiz selects Zurich for platform roll-out

Laura Miller
clock

Zurich has confirmed the full roll out of its retail platform for SimplyBiz, the provider of support services to advisers.

Zurich will sit as a central element of SimplyBiz's compliant investment process. The life company said SimplyBiz was keen to introduce a platform that could easily integrate and enhance existing systems, and a provider that could offer continued support for advisers. SimplyBiz joint managing director Neil Stevens said: "The Zurich platform gave us everything we were looking for to enhance our Verbatim Compliant Investment Process offering. "What's more, Zurich is committed to continuing to invest in developing the platform to meet the changing needs of advisers and their clients i...

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 Wrap/platforms

Why the need to master data is now business critical

Why the need to master data is now business critical

'Most advisers, it seems, are tolerating data delivery from platforms and pension providers'

Chanelle Paynter
clock 15 July 2026 • 4 min read
How does a Model B platform work and what are the differences with other models?

How does a Model B platform work and what are the differences with other models?

Mark Rendle explains how a 'Model B' platform works and how it differs from other models...

Mark Rendle
clock 09 July 2026 • 4 min read
Platform functionality: Beware change for change's sake

Platform functionality: Beware change for change's sake

'It's all too easy to end up in the realm of bolt-ons and fripperies'

Steve Andrews
clock 26 June 2026 • 4 min read