FINANCIAL TECHNOLOGY
With a third of advisers routinely using six financial planning systems , Defaqto Engage offers an all-in-one system that helps you deliver exceptional financial advice , from start to finish . It gives you the power to provide a faster , smoother , more compliant customer experience through the UK ’ s most comprehensive package of seamlessly integrated tools , with extra peace of mind from knowing that it ’ s powered by Defaqto data covering more than 21,000 funds , platforms , DFM MPS and products . And it ’ s even better for Simplybiz and Compliance First members , as they get Defaqto Engage Premium licences included within their membership .
Webline by Synaptic gives you back time by making insurance quoting simple . This leading online quote and e-apply portal features intuitive , web-based , whole-of-market comparison software , seamlessly linking advisers to consumers . Webline provides answers in minutes even for multi-benefit and multi-client journeys – ensuring consumers have a clear , informed picture of their cover and associated premium . defaqto . com / solutions / engage
SmartSearch enable you to meet your compliance obligations and drive cost savings for your business , all in one easy-to-use AML platform . Their unique end-to-end electronic platform enables you to verify both individuals and businesses , and perform screenings for Sanctions and PEPs , all at the touch of a button . Checks are made in real time , completing AML checks in seconds , and their full API integration offers even more opportunities to save time . Discounted rates available to members .
Mailock secure email from Beyond Encryption allows you to communicate freely and easily with your clients in the way that they prefer , with confidence for both of you that you are doing so securely . Feel empowered to exchange sensitive information with customers , without risking their data with end-to-end email encryption and multi-factor recipient authentication that can be used on the web , in Outlook or via automation . Discounted rates available to members .
MICAP is the leading provider of research , client reporting and investment facilitation solutions to financial advisers and wealth managers recommending tax-advantaged products such as EIS , VCT and Business Relief . With MICAP EIS , SEIS , VCT or BR investing couldn ’ t be easier . Access whole-of-market coverage across EIS , VCT & BR investments , comparison and portfolio building tools , full performance data , digital application for EIS and VCT cases , and a client reporting tool that gives up-to-date valuations across all your client positions . Discounted rates available to members .
SolutionBuilder from iPipeline is a client-centric , research , quotation and application solution , which allows you to compare both standard and complex protection needs within a simplified and responsive dashboard . It puts you in total control of the selection of the right product to meet your clients ' needs and provides a complete service , supporting single and multi-benefit products so that you can quickly identify the right solution , based on their client ’ s needs and , most importantly , their budget . With a 54 % time-saving compared to a traditional protection portal , huge efficiencies are available when adopting iPipeline for your protection needs . Discounted rates available to members .
Built on over three decades of industry experience , Mortgage Brain ’ s mortgage broker software offers streamlined , simple and efficient solutions for mortgage intermediaries , lenders and business partners throughout the whole mortgage process . Their solutions boost efficiency across product sourcing , data management , criteria sourcing , affordability calculations and online submission . Free licences available to members ( criteria dependant ).
Email technology @ simplybiz . co . uk to get started or ask your Support Manager to arrange an appointment .
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