There are 1 item(s) tagged with the keyword "Centra".

Displaying: 1 - 1 of 1

1. SimplyBiz to launch end-to-end investment advice system

SimplyBiz Group is to launch an end-to-end financial planning system, Centra, to provide support to advisers throughout the investment advice process.

Tags: Centra

Displaying: 1 - 1 of 1

Testimonials

Thank you so much for your help with becoming directly authorised – it’s been so much easier than I thought. 

You have all been so helpful and professional and I am still quite stunned by the support from SimplyBiz. Whenever I ring up, the response is always more thorough than I would have expected. 

I really am very, very pleased I joined - here’s to a bright new future.

Alison Treharne
Shore Financial Planning

Read More

Latest News

The shot in the arm that financial advice needs

April 25, 2018

I was invited to say a few words last week to the first group of 16 apprentices, beginning their two-year journey to becoming fully-fledged financial advisers through the New Model Business Academy’s Apprenticeship Programme.

Read more >

SimplyBiz Mortgages adds InterBay to panel

April 23, 2018

SimplyBiz Mortgages has added InterBay Commercial to its specialist lender panel.

SimplyBiz members now have access to commercial and semi-commercial lending, buy-to-let and HMO, and bridging loans.

Read more >

New data rules risk triggering claims industry

April 13, 2018

Mark Greenwood, Group Regulatory Policy Manager, acknowledges the new rules in GDPR, but adds some useful context for advisers.

Read more >

"30 years on, the principal still carries the can"

April 11, 2018

Ken Davy considers the future of networks given recent court rulings on who carries liability for the actions of Appointed Representatives.

Read more >