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...
Has run Cautious Managed fund since 2011
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Invested from 2006-2011