The Adviser Issue 5 | Page 13

TECHNOLOGY IN YOUR BUSINESS
Save

35 mins per case

RISK PROFILING
Save

70 mins per case

• Email out the questionnaires via a secure link to save manual input at your side .
• Results available instantly in your system , with scores already calculated .
• Reports generated at the click of a button , and include stochastic modelling , input data etc …
IO INTEGRATION BONUS TIME SAVINGS :
• Reports pulled back into iO , ready to send to client .
• Reports available to client at any time via the PFP .
PLATFORM , FUND AND PRODUCT RESEARCH
• Centra ’ s three-way integrated research function lets you undertake product , platform , and investment research all from within Centra .
• Access extra research and analysis data from SimplyBiz Investment Services ( SIS ).
• Saves time switching between systems , websites and other research tools .
• Build and templatise your own fund panels ( inc . SIS single asset , multi-asset , risk controlled etc …) to save time with every new research .
• ESG fund reviews and data also built in and available during research .
Save

60 mins per case

SUITABILITY REPORTS
• An interactive version of our Suitability Report Template lets you build your reports quickly and accurately .
• The template is written by our compliance experts and kept up to date with the latest changes in regulation .
• Multiple-choice , suggested text and free text inputs are combined to speed up the process , yet allow flexibility .
• Research and client data ( such as fund and provider info , risk level , existing holding performance , fund changes etc …) is pulled automatically into the report .
• The report was recently improved with new performance graphs and asset allocation charts .
IO BONUS INTEGRATION TIME SAVINGS :
• Automatically map products , funds and platforms from iO into Centra . Enhanced in 2022 – map more and save even more time .

Get your free Tech MOT

Not sure you ’ ve got the right tech ?
Get in touch and we ’ ll help you to examine :
• Can savings be made on your system costs ?
• Can we help you make further efficiency gains through technology ?
• Would consolidating your systems make you more efficient ?
We ’ ll then provide you with a report on our recommendations .
Our Tech MOT is free , so why not claim yours today ?
0808 124 0000 investmentservices @ simplybiz . co . uk
# 05 | SUMMER 2022 | 13