Launched in March 2018, Centra was developed by SimplyBiz in partnership with Defaqto, who are now part of The SimplyBiz Group and supports the advice process at every step, from the first client meeting to the provision of suitability reports and ongoing reviews.
Dan Russell, managing director of SimplyBiz Investment Services, said:
“Centra was designed by advisers, for advisers.”
“When we launched Centra, I said that it will never be finished, and that we would listen to users and continuously evolve the service to ensure that we are providing the best possible solutions to our members.”
“Working closely with advisers, and our colleagues at Defaqto, we intend to stick to that promise, and keep at the very cutting edge of advice technology, helping advisers power profitable and compliant businesses.”
SimplyBiz Group PLC (LON:SBIZ) provides compliance support and business consultancy services to financial services, legal and workplace benefits professionals in the United Kingdom. It offers regulation, vision, business efficiency, personal development, and encouraging growth services.