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There are 5 item(s) tagged with the keyword "Centra".
Displaying: 1 - 5 of 5
- 1. SimplyBiz to launch end-to-end investment advice system
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SimplyBiz Group is to launch an end-to-end financial planning system, Centra, to provide support to advisers throughout the investment advice process.
- 2. Over 2000 users adopt The SimplyBiz Group's Centra system
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Over 2000 users adopt The SimplyBiz Group’s Centra system
- 3. A Robust, Compliant And Efficient Advice Process: FTRC's Independent Review Of Centra
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In September this year, we commissioned an independent review of Centra by Ian McKenna of the Financial Technology Research Centre.
- 4. SimplyBiz Group's Centra system reaches 3000 users
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New functionality and tools for Centra, as 3000 advisers sign up to use the Group’s investment system
- 5. Pension switching module added to SimplyBiz Group's Centra system
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The new functionality allows advisers to compare multiple pension switching scenarios, including partial switches.
Displaying: 1 - 5 of 5