SimplyBiz announces major tech upgrade for member firms

by | Mar 20, 2024

Share this article

SimplyBiz will be extending its technology offering and providing its member firms with complimentary access to Defaqto’s newly enhanced ‘Engage’ solution. 

The financial planning system will significantly upgrade the current solution available to SimplyBiz members, Centra, with all previously standalone modules now included into a single licence.  This delivers a single, comprehensive package for every SimplyBiz member firm:

The end-to-end system, which is used by a third of UK advisers, features the UK’s most comprehensive and connected functionality, including cashflow planning, client risk and ESG, portfolio design, product research, retirement income and pension switching, and a full suite of suitability reports.  

 
 

Neil Stevens, Joint CEO of SimplyBiz and Defaqto parent company, Fintel, commented: 

“The upgrade to Engage delivers the UK’s most comprehensive and connected suite of advice solutions available to our members.  

“We will help firms give more advice, to more clients, with greater efficiency and more client engagement. This ensures they can continue to deliver the best possible outcome for each individual client. We are delighted to be bringing this upgrade to our members as we invest in our services and in their future success.”

 
 

Share this article

Related articles

Sign up to the IFA Magazine Newsletter

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode

x