About usInvestorsAdvisersHow it worksCentric SuperContact Us
Login
Book a demo
Login
Book a demo
About usInvestorsAdvisersHow it worksCentric SuperContact Us

Focus on clients, not tools

Centric simplifies the client management process by helping you manage all their investment needs on a single wealth management platform. View portfolios, access a wide range of investment options and products, generate on-demand reports, and more.

https://a.storyblok.com/f/285926174567813/8148x4962/45b0f9f063/coworkers-in-a-casual-meeting-compressed.jpg

Focus on clients, not tools

Centric simplifies the client management process by helping you manage all their investment needs on a single wealth management platform. View portfolios, access a wide range of investment options and products, generate on-demand reports, and more.

https://a.storyblok.com/f/285926174567813/8148x4962/45b0f9f063/coworkers-in-a-casual-meeting-compressed.jpg

Try us before you go all-in

Set up is easy. Add new clients, manage their portfolios – then make an informed decision.  

Support is only a click away

Get support from our Australian-based contact centre, regular training, and 24/7 access to Centric’s online resource library.

Leave the reporting to us

Rest easy knowing we’ll produce clients’ statements, and generate a range of reports on demand.

See how Centric can help you

The Centric Platform allows advisers to streamline their client management with its user-friendly wealth management and reporting tools. Even better, you can trial Centric without the need to move your entire portfolio.

Learn how the Centric Platform can help you

$8.4B+
Funds Under Administration
13.5K+
Client Accounts
170+
Adviser Accounts
90+
Fund Managers

Manage your business and enjoy more time for clients with Centric’s all-in-one platform

Book a demo