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.
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"Firstly a great thanks to you and all involved in making this process so painless and efficient...I am most impressed so far and will recommend to any who ask."
April 11, 2018
Ken Davy considers the future of networks given recent court rulings on who carries liability for the actions of Appointed Representatives.
April 10, 2018
Dan Russell, Managing Director of SimplyBiz Investment Services, looks at how to make the most of all your client interactions and how the 'first meeting' may no longer be a potential customer's first impression.
April 09, 2018
SimplyBiz Mortgages has added The Melton Building Society and its subsidiary MBS Lending to its lender panel.
April 04, 2018
The SimplyBiz Group successfully entered the AIM market at 8am on Wednesday 4 April 2018.