Solution introduction
SimplyBiz Investment Services offers you Centra, a complete investment solution
Running an advisory firm, or simply providing advice, today can be demanding, leaving most, if not all, advisers eager for help
We asked advisers what they would like to make things a little easier. Our members told us they wanted :
- Efficiency in the advice process
- A seamless link from financial planning to research and suitability reports
- Greater support in making suitable investment recommendations and
- Support to deliver a better customer experience
With this in mind, we embarked on a journey to create a solution to address all these needs and, after over a year in the making, we launched Centra - a market leading solution exclusively available to members of The SimplyBiz Group.
Powered by Defaqto, Centra provides advisers with everything they need to operate a complete investment solution, all under one roof.
