SimplyBiz to launch end-to-end investment advice system
To go live in March
"Our members told us they wanted greater efficiency in the advice process" - SimplyBiz's Dan Russell
SimplyBiz Group is to launch an end-to-end financial planning system, Centra, to provide support to advisers throughout the investment advice process.
Centra, which SimplyBiz said has been in development for more than a year, will offer access to integrated goals-based financial planning tools, product research and suitability reports. It will also...
More on Your profession
Keith Churchouse: You represent yourself first before others, even virtually
How do you appear online?
Bravura-owned FinoComp releases 'game changing' portfolio evaluation tool for platforms
Enhances portfolio valuations
Adviser receives recognition for 3D printing PPE for care homes
Printed 30 masks so far
Savers underestimate how much money they need to retire by £100,000 - Foster Denovo
Highlights ongoing ‘pensions crisis’
Back to Top
More news
Royal London to sell Ascentric platform to M&G
£100m re-platforming
Keith Churchouse: You represent yourself first before others, even virtually
How do you appear online?
TPR chief warns of increased demand for DB transfer CETVs
CETV could be delayed too
ESG-conscious Nest members neglecting pensions
4% said ESG mattered "a lot"