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 have a complete centralised investment process (CIP) backed by an independent investment committee, which will meet each quarter to monitor and review the CIP. SimplyBiz said Centra was developed following feedback from its advisers, who were seeking a more streamlined process for providing advice and a one-stop-shop for all their reports and tools. The service is powered by Defaqto En...
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