TECHNOLOGY IN YOUR BUSINESS
DO MORE WITH THE NEW CENTRA
Centra is our market-leading end-to-end financial planning tool which seamlessly encapsulates risk profiling , research , and suitability reports into one efficient system .
Centra was built by advisers , for advisers and , as such ,
we ’ re constantly developing the system 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 . We ’ ve highlighted some of Centra ’ s new features which have all been designed to make the system easy to use and drive greater efficiencies in your advice process , including the new Income Drawdown Tool which launched earlier this year with fantastic feedback .
Discover Income Drawdown in Centra With Centra ’ s new Income Drawdown workflow , you can confidently assess the impact that drawing a regular income has on your clients ’ accumulated wealth , considering the period , the probability of volatile markets and , unlike other solutions , the sequencing risk . You ’ ll be able to generate a sustainable income for any client looking to draw an income from a lump sum by unit encashment ( pensions , ISAs , GIAs ) with ease and connect clients to suitable investment funds . And , because the workflow is part of Centra , you ’ ll not only be benefiting from a consistent methodology and product research capabilities across the whole clients ’ lifecycle , but also integrations with Centra ’ s suitability reports writer and client review workflow . To ensure you ’ re delivering suitable and compliant advice in the Income Drawdown workflow , Defaqto , risk rate funds to the clients ’ income and duration requirements , as well as their ability or desire to accept a level of sequencing risk . Centra ’ s unique Income Drawdown workflow compares two scenarios against the market volatility and sequencing risk :
1 . Leaving the investments in the current investment solution 2 . Moving investments to specific funds assessed for decumulation
As with all things Centra , we offer comprehensive training and on-going support to help you make the most of this powerful piece of technology and are currently running dedicated workshops for the new Income Drawdown workflow which are available to book via your website . If you ’ re ready to discover what the Income Drawdown workflow can do for you and your clients , our dedicated Adviser Services team are on hand to help you make the most of Centra . Call : 0808 124 00 00 Email : investmentservices @ simplybiz . co . uk
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