SimplyBiz Group PLC (The) Over 2,300 advisers adopt SimplyBiz Centra system
16 Gennaio 2019 - 08:00AM
RNS Non-Regulatory
TIDMSBIZ
SimplyBiz Group PLC (The)
16 January 2019
16 January 2019
The SimplyBiz Group plc
("SimplyBiz" or the "Group")
Over 2,300 advisers adopt SimplyBiz's Centra system
The SimplyBiz Group plc, the leading independent provider of
compliance and business services to financial advisers and
financial institutions in the UK, announces that over 2,300
advisers have adopted Centra in the nine months since launch.
Centra is a new end-to-end financial planning system designed to
help advisers provide a quality, comprehensive and compliant
financial planning journey for their clients.
Centra, which took over twelve months to develop, offers the
Group's members access to an integrated suite of tools covering the
full range of adviser planning needs. The system includes;
integrated goals-based financial planning tools, product research,
suitability reports and a complete centralised investment process,
backed by an independent investment committee. The platform was
designed and engineered following feedback from SimplyBiz members
seeking a more streamlined process for providing advice, and a
one-stop-shop for all their reports and tools.
Commenting on the announcement, Matt Timmins, Co-CEO of
SimplyBiz, said: "The most important aspect of Centra, and the
reason it has been so widely adopted, is that it was designed and
created based on the feedback of the firms who use our services.
Advisers told us they wanted greater efficiency in the advice
process, and support to deliver a better customer experience.
Centra delivers on both of those requirements, and I am certain
that the number of users will continue to grow in the coming months
and years. This delivers to clients the perfect marriage of quality
personal financial advice and cutting edge technology."
Enquiries:
The SimplyBiz Group
Laura Edwards, Head of PR and Communications +44 (0) 1484 439105
l.edwards@simplybiz.co.uk
Zeus Capital (Nominated Adviser
and Broker) +44 (0) 20 3829 5000
Martin Green
Andrew Jones
Pippa Hamnett
Instinctif Partners +44 (0)20 7457 2020 SimplyBiz@instinctif.com
Giles Stewart
Katie Bairsto
About SimplyBiz
With over 3,600 member firms in the UK, The SimplyBiz Group is a
leading independent provider of compliance and business services to
financial advisers, including directly authorised IFAs, directly
authorised mortgage advisers, workplace consultants and directly
authorised consumer credit brokers. It also provides marketing and
promotion, product panelling and co-manufacturing services to more
than 135 financial institutions, through access to its
membership.
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END
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