Intro
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Key Takeaways
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What You Should and Shouldn’t Use AI For
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Quick, practical guides for planning, content, outreach, and systems — designed to save time and deliver real outcomes.
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FAQ
What makes us different
Common questions on financial planning and investing
I’m not tech-savvy or familiar with AI. Can I still use SBS?
Yes – absolutely. SBS is designed to be user-friendly for everyone. You don’t need to be an AI expert. In fact, we provide guided onboarding and simple tutorials to help you get the most out of the tools. And if you ever get stuck, our support team and community are always here to help you.
Is there a free trial for the My SBS platform?
Yes, we offer a 14-day free trial of My SBS with no credit card required. It’s full-featured, so you can explore everything and make sure it’s right for you before you commit. If you need an extension, just reach out to us at anytime.
Do I need to install any software?
No downloads needed. My SBS is entirely cloud-based, you access it through your web browser. That means you can log in from anywhere (office, home, or on mobile) and always have the latest version. We will have mobile apps soon too, for even easier access.
How secure is my business data on My SBS?
We take data security very seriously. All data is encrypted in transit and at rest. We also perform regular security audits. Your data is stored on secure servers in the UK, complying with all relevant data protection laws.
What happens if I need help using SBS?
We’ve got your back. You can ask questions in the community (you’ll often get answers within hours) and our support team is an email away. We also have a Help Center full of guides and videos (and we’re adding to it based on user feedback). In short: you’re not alone, even after you sign up!
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Escape the grind. SBS gives you the tools, coaching and confidence to grow with purpose.
The all-in-one system that brings together AI tools, expert guidance and a supportive community to help you grow your business with less stress and more clarity.
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