Tools and Technology

Efficiency as standard

Some of the services below are complimentary as part of your fees and some are available at a discounted rate.

 

Centra

Centra

The complete end-to-end financial planning system, powered by Defaqto.  Built with advisers for advsisers, Centra provides support at each step of the investment advice journey and is exclusive to Members of the Group. Centra offers access to integrated goals based financial planning tools, product research, suitability reports and a complete centralised investment process backed by an independent investment committee. 

Intelliflo

Intelliflo

The web based front and back office system can be accessed at any time. It features client management tools, task management and workflow, document and file storage, production of KPIs and management information, as well as commission reconciliation. 

NextGen Sites

NextGen Sites

Having a website allows your clients to keep in touch with your services as well as providing visibility to prospects looking to learn more about your firm. Clients have access to this service, which provides an exclusive purpose-built system that allows you to have an online presence with choice and the ability to transact and fact-find online. All you need to do is choose the package that best suits your business, selecting the tools and functionality you want to incorporate within your website.

Selectapension

Selectapension

This independent online retirement planning tool provides access to a suite of tools that assist with Money Purchase Multi Transfer Retirement Planning, Asset Reviewing and Income Drawdown. 

MortgageBrain

MortgageBrain

A quick and easy to use mortgage sourcing system which can facilitate multiple sourcing per client, 90% of sourcing from a single screen and client specific best buy tables, to name just a few of its features.

Testimonials

“Our experience  with Compliance First began last Autumn as we were ably assisted through the process of becoming Directly Authorised. Support from the technical unit has been exceptional, and particularly helpful with Gabriel returns. We have attended relevant training events locally - well run by SimplyBiz - and distance has not proved to be a barrier to the active support we receive. We have found everyone we have contact with to be professional and courteous at all times”

Adrian Bell, Dip PFS, Certs CII (MP & ER), TEP
Succeed Wealth Management Limited

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