Our Signature solution is personalised and built around the very different needs of each and every one of the firms we serve.

And, whilst no two firms are the same, there are of course a number of common desires when we talk to firms:

  • 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 have been able to work with many firms to create a personalised investment solution using our market-leading tech-based solution to drive efficiencies, profitability and to give firms a robust solution not only for today, but for years to come.

At the heart of Signature sits Centra. Powered by Defaqto Engage, Centra provides firms 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

Of course, Centra is just the technology that powers our investment solution. We work alongside each of our members to build a truly personalised solution that wraps around Centra. Adding in a regulatory framework based on each firm’s individual operating model and processes to ensure consistency and adherent to the regulator’s requirements. 

We can work with a number of the industry’s leading investment specialists to ensure you have access to the very best solutions for your clients and in Hymans Roberts, we have a truly unique and personalised Strategic Asset Allocation solution, overseen by an independent investment committee to give you real value right at the heart of your service.

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

Alternatively, you can request a call back: