It’s designed to help advisers provide a quality, comprehensive and compliant financial planning journey for their clients.
Over 2,300 advisers have adopted TheSimplyBiz Group’s Centra system, an end-to-end financial planning system that launched nine months ago.
It’s designed to help advisers provide a quality, comprehensive and compliant financial planning journey for their clients.
Matt Timmins, co-chief executive of SimplyBiz, said: “The most important aspect of Centra, and the reason it has been so widely adopted, is that it was designed and created based on the feedback of the firms who use our services.
“Advisers told us they wanted greater efficiency in the advice process, and support to deliver a better customer experience. Centra delivers on both of those requirements, and I am certain that the number of users will continue to grow in the coming months and years.
“This delivers to clients the perfect marriage of quality personal financial advice and cutting edge technology.”
Centra, which took over 12 months to develop, offers thegroup’s members access to an integrated suite of tools covering the full range of adviser planning needs.
The system includes; integrated goals-based financial planning tools, product research, suitability reports and a complete centralised investment process, backed by an independent investment committee.
The platform was designed and engineered following feedback from SimplyBiz members seeking a more streamlined process for providing advice, and a one-stop-shop for all their reports and tools.
