Centra has become Defaqto Engage .
Have you claimed your Premium upgrade yet ?
Claim two complimentary Defaqto Engage Premium licences – and unlimited licences at a significant discount – as part of your SimplyBiz or Compliance First membership .
All your planning tools in one place with Engage Premium :
• End-to-end financial planning
• Risk profiling
• Cashflow planning
• Detailed research for funds & products
• Protection research
• Ratings & reviews
• Pension switching
• Product & platform switching
• Suitability report production
• Back office / CRM integrations
Get your upgrade at bit . ly / engageupgrade