The SIFA proposition evolves constantly to ensure that the firms we support are as well equipped as possible to run compliant and efficient businesses, while having the tools and support to seize on opportunities as they are presented by the market.
Using our experience of adviser operations, our business support services are designed to be relevant and easy-to-use and to bring added value to your proposition. SIFA currently provides access to a wide range of business support services including:
- Centra: The complete end-to-end financial planning system, powered by Defaqto. Built with advisers for advsisers, Centra provides support at each step of the investment advice journey and offers access to integrated goals based financial planning tools, product research, suitability reports and a complete centralised investment process backed by an independent investment committee.
- SimplyIntelliflo: A bespoke version of Intelligent Office’s industry leading back office system, available to Members for a significantly discounted charge.
- CPD Portal: To help Members manage the regulator’s ever increasing focus on standards of professionalism, we provide complimentary licences for Competent Adviser’s award winning CPD testing system.
- MyGabriel: Our bespoke accounting tool, designed to ease the completion of your Gabriel report. Not available on the market, we offer this service from £20+VAT per month.
- Mortgage sourcing software: To assist our Member Firms, we have negotiated subsidised access to mortgage sourcing software providers Trigold Crystal, Mortgage Brain and MortgageSource.
Support at every point
To ensure you are getting the most from our solutions, we have dedicated helpdesks for many of our key tools. Our expert team can assist you with getting set-up and optimising the system, and provide ongoing support as your use of the tools progress.