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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"Interaction, support, innovation, connectivity, value for money, road shows, compliance documentation, SimplyBiz are the BIZ.
“SimplyBiz communicate, plan and ensure our business is fore-warned of potential business decisions that have to be made."
Lexicon Financial Services Ltd
February 14, 2018
In his latest blog, Ken Davy, SimplyBiz Group Chairman, advises against investing in something you can't see, hold or touch.
February 13, 2018
Ian McKenna, Director at the Financial & Technology Research Centre, has taken a look at SimplyBiz's new investment system, Centra, and is impressed with what he's seen.
February 07, 2018
With delegation the key to business success, Tom Hegarty, Managing Director of NMBA, discusses why many advisers should consider getting extra support.
February 01, 2018
Be it due to the continued march of technology or the equally remorseless march or regulation, the world of financial services is facing continuous change.