SimplyBiz Investment Services (SIS) is designed to support advisers throughout their investment process, by providing access to everything needed to power a compliant and profitable business, meeting clients' investment needs through a tried and tested service.
Advice and Client Management Tools
Giving access to industry leading financial planning and back office systems to help advisers run a profitable and efficient business with the tangible outcomes of:
- Keeping risk at the heart of the investment process, helping advisers to ensure the ongoing suitability of client portfolios
- Managing client proposition and delivering agreed targets
Providing a clear supply chain of investment solutions that work for advisers within the Investment advice process offering:
- Active and passive fund of funds, both risk managed and risk profiled
- Discretionary model portfolio services
- Full research and due diligence support
Tax Wrappers and Platforms
Working closely with the leading providers of tax wrappers and platforms, we ensure that a robust supply chain is in place to allow the efficient execution and management of client portfolios through:
- Integrated, straight through processing from planning tools and back office systems, to platforms.
- Reduced re-keying of information, saving time and reducing errors.
- Full research and due diligence support.
Designing, building and executing a robust central Investment process (CIO) is vital to the success and ultimate value of an advisory firm, but it can be difficult to achieve, especially for smaller firms where time is a precious commodity, our consultancy team can help you to:
- Design a centralised investment process that is right for both your business and clients.
- Help ensure your investment process and client proposition documents are fit for purpose
- Provide training and support on adopting technology correctly.
- Refine your acquisition or exit strategy and maximise your businesses value by helping with the sale purchase and integration of firms.
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