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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 implement
Next >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 reporting
Next >Three way integrated fund, tax wrapper and product research.
Funds
Model Portfolios and DFMs
Platforms
Tax wrappers
Next >Planning and research leads to integrated Suitability Report creation.
Suitability reports designed by SimplyBiz experts
Clear charts and summaries
Audit trail
Seamless link with Intelliflo back office
Next >A dedicated, passionate, team at your disposal to help you implement Centra within your business.
Dedicated helpdesk
Workshops and online help
One-to-one implementation of core CIP
Consultancy to document and build bespoke CIP
Next >Powerful financial planning at your fingertips, with all processes designed and approved by SimplyBiz compliance experts.
Choice of risk profilers
Capacity for loss
Retirement modelling
Goals based planning, including income
Next >Designed for you by our experts, all built into the integrated planning, research and suitability tools.
A dedicated, passionate team at your disposal to help you implement Centra within your business.
The complete centralised investment process is backed by an expert, independent investment committee working for you.
Planning & research tool leads to Integrated Suitability Report creation.
Powerful financial planning at your fingertips.
Integrated fund, tax wrapper and product research, powered by Defaqto.
One System
Your Advice
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