Having the right technology behind you is a given, but it is just as important to ensure that technology works seamlessly with your business and does not itself become a burden.
Introducing Centra - Designed by advisers, for advisers
Centra is SimplyBiz's market-leading end-to-end financial planning tool which seamlessly encapsulates risk profiling, research, and suitability reporting into one easy to use system. Powered by Defaqto, Centra is a true one-stop solution for advisers and what’s more - we provide this complimentary for our Clients.
Technology doesn’t stand still and that’s the same for Centra, continually developing. In 2020 alone, we added ESG reviews, DC Pension Switching tool, video conferencing and Defaqto's new ATR questionnaire.
Over the past few years, the demand for ESG investments has grown significantly. As a result, advisers need access to reliable and credible ESG fund research. We have launched ESG Reviews in Centra to provide you with an easy way to access the data you need.
DC Pension Switching
Our DC Pension Switching Tool is available as an additional module in Centra and harmoniously integrates with the rest of your advice process and Intelligent Office. You’ll benefit from consistent methodology across various stages in the process and a robust audit trail, providing you with even greater time saving efficiencies and compliance benefits.
Deliver digital advice with Centra’s integrated video conferencing solution enhancing your sustainability and client relationships by giving clients a choice in how they interact with you.
Financial Planning and Research
A choice of risk profiling questionnaires with goal based financial planning. Complete three-way integrated research, incorporating investment, tax wrapper and platform research.
Create compliant and concise suitability reports that are backed by our trusted regulatory experts.
Our simple review process allows you to review client goals, existing holdings and document on-going suitability with ease.
Join over 3,800 advisers who are already using Centra
“Centra is standardising our reports, presenting different solutions in a similar style, while providing a consistent audit trail…We believe the greatest value to the business will be annual reviews. Centra will reduce considerably the time taken to construct these annual reports and improve content.” – Ian Brough, CHN Financial Consultancy
“When it comes to things like attitude to risk, just being able to email the questionnaire out to clients has had a significant impact on response rates. It’s great to know that they’re also finding benefits to using the system.” - Keith Jackson, Allied Financial Services.
“As a business owner, if something saves me time, I am more competitive and more profitable; using Centra gives me that edge. I’m particularly happy whenever I see the Centra system still developing and, happily, it never stops.” - Andrew Bastow, Bastow & Co Independent Financial Advice
Want to find out more?
If you’d like to find out more about how Centra can help you to deliver high-quality advice in a way which is compliant and efficient, please complete the form below.
Alternatively, call us on 0141 433 8214 and a member of the team will be happy to arrange a virtual chat with you.