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. 

Dynamic Planner

Dynamic Planner

An advanced tool which allows you to assess your client’s attitude to investment risk and within seconds, align an asset allocation model which matches these parameters. With this information, you can then select the most appropriate funds from the whole of market, use a predetermined portfolio or access specially designed risk rated multi-manager funds, whilst also providing an audit trail, demonstrating the reasoning behind your recommendation.

Simply Intelliflo Plus

Simply Intelliflo Plus

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. 

Synaptic Product & Fund

Synaptic Product & Fund

This suite of tools allows you to conduct research and provide in depth quotations quickly and efficiently. Synaptic, (including Synaptic Protection/Webline) will help you meet your client’s needs and justify your recommendation. Live client specific protection quotes are incorporated into the research, removing the need to use separate portals or providers for illustrations.

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

"As I approach retirement from the industry, I would like to thank you all for an excellent compliance service. As a firm you have been with us from the start and none of us would have dreamed  how things would have developed.  I think it fair that I heap praise on your past and present staff who have provided us with an excellent service and were and are assets to your firm."

Steve Smith
Director
Orkney IFA Ltd

Read More