Running an advisory firm can be rather demanding, leaving most - if not all - advisers looking for support.
We asked advisers what they would like to make things a little easier.
Our Members told us they wanted:
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 Engage, Centra provides advisers with everything they need to operate a complete investment solution, all under one roof:
To find out more about Centra - click here