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.

SIS provides:

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 on-going suitability of client portfolios
  • Managing client proposition and delivering agreed targets

Investment Solutions

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 tolls and back office systems, to platforms.
  • Reduced re-keying of information, saving time and reducing errors
  • Full research and due diligence support

Business Consultancy

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.

0808 124 0000

Email: investmentservices@simplybiz.co.uk

Latest News

Keystone joins SimplyBiz panel

  March 22, 2017

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"To boldly go where no robot has gone before"

  March 20, 2017

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Nearly half of advisers think clients are being overcharged, survey finds

  March 15, 2017

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"Singing loudly over FSCS funding consultation"

  March 10, 2017

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