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...
‘Important to have an anchor’
Lack of innovation for solutions
Some 2,000 consumers affected
Achievements, charity work and other happy snippets