As a busy advice firm, you know that there are great number of ways in which keeping your business compliant, profitable and successful can impact upon the time which could be more valuably spent with your clients.
In recognition of this, we offer our Members access to tools and services which can play a significant role in improving businesses efficiencies and easing the operational burden.
Technology now plays an enormous part in the day-to-day operations of advisory firms and it’s vital that you get the right systems and processes in place. SimplyBiz offer a range of leading solutions either free of charge or at highly discounted rates.
What's more, to help you get the most from our tools we have dedicated helpdesks to answer your queries and provide guidance as and when required.
Risk profiling and planning tool
Distribution Technology's Dynamic Planner is the market's leading risk profiling tool. Properly assessing a client’s attitude to risk is an essential part of a compliant investment process, which is why we offer Dynamic Planner to all SimplyBiz Member Firms absolutely free of charge.
Click here to watch Dan Russell, Marketing and Sales Director at SimplyBiz Investment Services, outline the benefits of a robust, repeatable and independent investment solution.
A reliable back office system is also a vital tool for advisory firms and can be fundamental to helping you keep on top of the regulator’s TCF requirements. With this in mind, SimplyBiz offer licences for Simply Inteliflo Plus – our tailored version of Intelligent Office – at a heavily discounted rate for SimplyBiz Members. Whilst the cost is reduced, the functionality is not, and many of our Members find Simply Intelliflo Plus an invaluable part of their business process.
Post-RDR, advisers are facing a much heavier schedule of regulatory reporting than ever before. One of the most time consuming annual reports is the GABRIEL return and, to ensure our Members save as much time as possible, we offer the bespoke MyGabriel bookkeeping tool which will provide the required information for completing GABRIEL, at a nominal fee to all Member Firms. Find out more about the benefits of using the system here.
All SimplyBiz Member Firms are also eligible for a free licence for Synaptic Product and Synaptic Fund Research - the industry’s leading product and fund research tools. Synaptic is a wholly online system making it more convenient than many of its competitors and SimplyBiz Members can receive a free licence.
Our recently revamped sites are built on best of breed technology and will provide you with a professional looking website that you can tailor to your exact needs. With so much noise about so-called ‘robo advice’, SimplyBiz has developed a website service which allows you to complement your face to face advice with a digital presence and offer clients the opportunity to access products and services online.
Our enhanced sites provide functionality to allow your website visitors to complete preliminary fact find information online, conduct pension calculations, take our general insurance cover and even access their investment portfolio valuations.
As you’d expect, we also provide a selection of compliance checked content for you to adopt with the option of adding your own content as per your requirements
Building a marketing and communications plan for both attracting new clients and keeping in touch with existing clients can be both time consuming and expensive. Our Simply Marketing proposition includes a personalised website and a range of newsletters, flyers and brochures which contain pre-approved, compliant material. You can choose which elements of the package suit your needs and the level of personalisation you require, all at a highly discounted rate.
A further way in which we can ease the time taken up by your business operations is the arrangement of professional indemnity cover. We offer highly competitive rates and, as you would expect, our policies are suitable for firms who opt into MiFid. We also undertake the annual procedural audit on your behalf, ensuring that your PII arrangements will be one less thing you’ll need to think about.