Running an advisory firm, or simply providing advice, today can be demanding, leaving most, if not all, advisers eager for help.

We asked advisers what they would like to make things a little easier. 
Our Members told us they wanted :

  • 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

With this in mind, we embarked on a journey to create a solution to address all these needs and, after over a year in the making, we launched Centra - a market leading solution exclusively available top members of The SimplyBiz Group.

Powered by Defaqto, Centra provides advisers with everything they need to operate a complete investment solution, all under one roof:

  • Powerful planning tools, including choice of risk profiler
  • Integrated and compliant suitability reports
  • Integrated research
  • Full service and support to help build and implement
  • An independent investment committee
  • A complete CIP - designed by us, or or add your own

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