Expert Research
We are proud to bring you exclusive access to leading investment solutions , researched fund lists and due diligence documentation with consistent oversight and governance from our Independent Investment Committee .
SimplyBiz Investment Services have designed a range of in depth Researched Fund Lists , powered by Defatqo , which are transparent and robust , in terms of their design and output .
The Researched Fund Lists are bespoke and exclusively available to SimplyBiz Members and Clients and also within Centra , our market leading end-to-end financial planning tool .
Sophisticated Strategic Asset Allocations
The SimplyBiz Strategic Asset Allocations ( SAA ), powered by Hymans Robertson , are designed with a distinct and unique asset allocation modelling process that distinguishes between Growth and Retirement Income objectives .
Our SAA is a dynamic , robust and nuanced model that considers the metrics around long-term growth , volatility , worst case scenarios and predictability and moves beyond simplistic stochastic modelling measures of volatility and asset class returns , to create a more appropriate outcome for customers .
Market Leading Financial Planning Tools
Centra is our market-leading end-to-end financial planning tool which seamlessly encapsulates risk profiling , research , and suitability reporting into one easy to use system .
Built by advisers , for advisers , Centra is constantly developing in line with your feedback to ensure we continue to deliver a best in breed solution for advisers which strengthens your compliance while enhancing your client relationships . New Centra features include Income Drawdown tool , Defaqto ATR questionnaire and DC Pension Switching tool .
Want to learn more ?
If you would like to learn more about our services , contact our Investment Services support team on 0808 124 0000 or via email at investmentservices @ simplybiz . co . uk