SimplyBiz makes tech upgrade for member firms

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

The financial planning system will upgrade the current solution available to SimplyBiz members, Centra, with all previously standalone modules now included into a single licence.

The end-to-end system includes 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, said: “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.”