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:

  • greater 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 Engage, Centra provides advisers with everything they need to operate a complete investment solution, all under one roof:

  • Powerful planning tools, including choice of risk profiler
  • Integrated and compliant suitability reports
  • Integrated research
  • Full service and support to help build and implement
  • An independent investment committee
  • A complete CIP - designed by us, or add your own

To find out more about Centra - click here

To talk to us about Signature,
please call the team on 01484 443 431