SimplyBiz Investment Services (SIS) provides everything an adviser needs to deliver exceptional client outcomes from an efficient, compliant and robust investment process.
Market leading technology, in-depth research and due diligence, experienced business consultancy and a dedicated help desk combine to offer advisers the most comprehensive, end to end investment support service possible.
Our technology allows for seamless integration of Know Your Client, Financial Planning, Research and Suitability processes with back office client management and has been designed to meet the recommended advice processes of The SimplyBiz Group.
Our independent investment committee work on behalf of advisers to offer a clear centralised investment process, backed by comprehensive research and due diligence, and a dedicated team of business consultants help advisory firms to design, document and implement their desired investment process.
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