FINANCIAL TECHNOLOGY
Competent Adviser Competent Adviser was founded in 2003 and currently provides compliance and development training to over 15,000 users , supporting the completion of nearly 500,000 tests per year . The market-leading system provides users with the ability to manage their T & C processes in a cost-effective , efficient manner and enables them to demonstrate individual competencies on an ongoing , fully compliant , basis . The business serves several of the UK ’ s most prominent financial organisations and has won the prestigious Gamechanger awards for ‘ UK Learning Management System of the Year ’, ‘ UK Competency Testing Firm of the Year ’ and ‘ UK CPD Provider of the Year ’ for the past two years running . Last month , we announced our exclusive MyLearning Academy service in partnership with Competent Adviser . The Academy is designed to create a bespoke learning journey for users , whether they ’ re a new starter or an experienced adviser training in a specialist area , and supports a range of qualifications from institutions including LIBF and CII . Find out more in the MyLearning section of the Events area of our website .
VouchedFor VouchedFor provides reviews on a wide range of services , including financial advisers , mortgage advisers , solicitors and accountants , and currently has over 5,000 paying members and over 350,000 client reviews . VouchedFor has a very important mission – to increase confidence in , and generate demand for , professional financial advice , and through their client review solutions , you can not only showcase your expertise and the quality of your service , but can attract new clients as a direct result of this feedback . Read more about the enhanced and discounted VouchedFor services available for Members and Clients on page 22 of The Adviser , or in the ‘ Your Business ’ area of our site .
AT SIMPLYBIZ , OUR COMMITMENT IS TO PROVIDE OUR MEMBERS WITH CHOICE BY INVESTING IN , PARTNERING WITH OR DEVELOPING MARKET-LEADING SOLUTIONS .
MICAP In July last year , Defaqto acquired MICAP , the recognised market leader in the provision of independent research and advice tools on tax-advantaged products . It provides a platform that links adviser firms to a range of Venture Capitalist Trusts , Enterprise Investment Schemes , Seed Enterprise Investment Schemes and Business Relief products , accompanied with clear , independent information , digital application forms and post-investment consolidated reporting . Since the acquisition , MICAP has worked closely with SimplyBiz Members and Clients to help more advisers select the most suitable tax-advantaged investment products for their clients , enhancing outcomes . Find out more about the services available from MICAP in the ‘ Your Business ’ area of our site .
Plannr The technology behind Plannr has been designed in collaboration with advisers and crafted by the skilled developers at Plannr to be beautifully intuitive , easy to use and infinitely scalable . Its CRM capability has the potential to unlock important efficiencies , streamlining the advice journey and improving suitability for consumers . Plannr has also now partnered with SimplyBiz to ensure our Members have priority access to the solution .
Financial Vulnerability Assessment Tool , powered by Comentis This innovative and important tool enables advisers to consistently identify and support clients who are at risk of financial vulnerability through an easy-to-use online assessment platform . Its financial vulnerability assessments flag those who are at risk , outlines the nature of the risk , highlights support interventions in a timely and effective manner , and then produces a detailed and auditable vulnerability report for the client file at the touch of a button . It also features an additional layer of regulatory support provided by our two businesses working closely together to analyse and track trends in the vulnerable clients space , and deliver guidance designed to provide support in the most relevant areas . It ’ s the ideal tool to help you to meet the growing regulatory requirements associated with Consumer Duty . Find out more in the Vulnerable Clients Hub on our website . We will continue to work with , and secure access to , the best tech solutions in the market currently , as well as new and developing solutions , to ensure that we help you save time and money , and add efficiencies to your processes , wherever we can .
For more information , get in touch with our Adviser Services team at adviserservices-tech @ simplybiz . co . uk
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