TECHNOLOGY IN YOUR BUSINESS
In March 2018 , we launched one of the most comprehensive financial planning solutions in the market , uniquely designed with your input and feedback . Since its launch , we have continued to listen to your feedback and have further developed and enhanced Centra to ensure we continue to deliver you direct access to one of the best market-leading , end-to-end financial planning tools .
2019
March
• New ‘ Top Up ’ function added
2018
March
• Centra is launched
May
• Updates to A2 Risk Profile Questionnaire
June
• Enhanced functionality of roles including new Paraplanner Role
• Launch new Investor Experience Questionnaire
• New Research Report made available for consolidated products
• Enhanced functionality to add clients and amend client goals .
December
• New analysis functionality added to the research area enabling access to download Defaqto Fund Review and Risk Rating documents
• Research reporting updated to include new information and functionality
• New functions and enhanced options included in Risk Reports
April
• Enhancements made to Filter Options
September
• New MiFID II Cost Analysis functionality
October
• New Multi Suitability Hub December
• Additional key investment documents added - Fact Sheets , Prospectus and KIID documents
September
• Enhancements to way you manage Equity products within IO and Centra
• Retirement workflow updated to save time and reduce need for manual input
• Corporate Client workflow updated to automatically remove irrelevant goals and products
Make Centra Work for You
If you ’ d like to find out more about how Centra can work for your business , speak to a member of the Adviser Services team on 0808 124 00 00 or email investmentservices @ simplybiz . co . uk
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