Mortgage Brain
Mortgage Brain delivers technology solutions that simplify the entire mortgage journey. From sourcing and criteria searches to affordability and submission, it helps advisers work more efficiently.
Significantly discounted packages available.
MyLearning
MyLearning is a bespoke platform for managing training, competency, and professional development. It enables firms to plan, track, and report learning, with access to CPD content, assessments, and exam support through MyLearning Academy.
MyMarketing
MyMarketing brings together website, content, and communication tools to support client engagement. Create a modern website and access pre-approved, ready-to-use content to deliver consistent, professional communications.
New integrated content service coming soon.
Navigator
Navigator is a centralised compliance platform that helps firms manage regulatory responsibilities from a single hub. It provides clear oversight through RAGrated dashboards, structured monitoring plans, and integrated registers – supporting risk management, audit trails, Consumer Duty MI, and ongoing client and T & C activity in one place.
Plannr
Plannr is the result of collaboration between smart advisers and bright developers, building what the market needs; a product for the profession, built by the profession. A simple but powerful CRM, designed to meet the evolving needs of the profession.
SmartSearch
SmartSearch is an end-to-end AML platform that enables real-time identity verification and compliance checks. It helps firms meet regulatory obligations quickly while reducing manual effort and costs.
Discounted rates available to members.
VouchedFor
VouchedFor helps advisers enhance client experience and build trust through verified client feedback. Gain actionable insights, strengthen Consumer Duty outcomes, and attract new clients through powerful social proof. Improving your online presence can assist with not only generating new leads, but also helps convert word-of-mouth referrals, to clients.
To speak to a member of our tech team, about any specific piece of tech listed above, or arrange a full tech audit, simply email technology @ simplybiz. co. uk.
July 2026 | 19