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.
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
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Here’s what advisers say about us
“I value the comprehensive, well-researched investment menu and the confidence it brings me when designing client portfolios – no matter how complex.”
“Centric’s regular training sessions help me stay up to date with the new platform features, which is a fantastic help. The training team is friendly and helpful, and the resources are easy to understand.”
Want to learn more?
We’ve hand-crafted articles and videos on a variety of wealth and investment topics to help you stay up to date and informed with the ever-changing investment markets and landscape.
