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SimplyBiz launches new financial planning system


The SimplyBiz Group has launched a new end-to-end financial planning system.

Centra – which is powered by Defaqto – is a one-stop shop for advisers and offers support for every step of the advice process.

Designed to save time and improve the quality of the advice process, Centra is available to SimplyBiz Group members, free of charge, through a staged roll-out process.

It offers access to goals-based financial planning tools, product research, pre-populated suitability reports and a centralised investment process.

Centra was developed over 12 months following feedback from advisers who were looking for a more integrated process for providing advice.

“The most important aspect of Centra is that it was designed and created by advisers,” said Dan Russell, managing director of SimplyBiz Investment Services (pictured above).

“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.

Dan added that Centra delivers on every one of those requirements and is a single system.

“The entire breadth of functionality available – from know your client information through to risk, goals-based planning, research, suitability and client management – is accessed through just one login.

“The SimplyBiz Group team has brought 16 years’ experience and expertise to the development of Centra, combined with the best third-party partners in the market and, of course, an ongoing dialogue with the advisers who use our services. 

“Together, we have created a truly exceptional solution in Centra and I’m very excited to be able to offer this new service to firms we support.”

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