SimplyBiz Investment Services offers you Centra,
a complete investment solution.
A complete CIP, designed and delivered by SimplyBiz Investment Services, or your own CIP, designed and built for you by our experts.
Complete, ready-to-use, CIP
Clear, robust process for investment selection
All CIP documentation provided
Consultancy team help to build and implementNext >
The complete centralised investment process is backed by an expert, independent investment committee, working for you.
Leading industry expertise
Strategic asset allocation creation
Review and assessment of investment
Performance of funds and models
Quarterly reportingNext >
Three way integrated fund, tax wrapper and product research.
Model Portfolios and DFMs
Tax wrappersNext >
Planning and research leads to integrated Suitability Report creation.
Suitability reports designed by SimplyBiz Group's experts
Clear charts and summaries
Seamless link with Intelliflo back officeNext >
A dedicated, passionate, team at your disposal to help you implement Centra within your business.
Workshops and online help
One-to-one implementation of core CIP
Consultancy to document and build bespoke CIPNext >
Powerful financial planning at your fingertips, with all processes designed and approved by The SimplyBiz Group compliance experts.
Choice of risk profilers
Capacity for loss
Goals based planning, including incomeNext >
One System, Your Advice