Centric’s wealth management platform makes it easy to manage all your clients' investment needs in one, unified place. Easily view portfolios, access a wide range of investment options and models, and enjoy our user-friendly dashboard to create better outcomes for your clients.
In the past, trying a new platform meant taking on the hassle of moving your entire portfolio. We’ve changed that. Get a feel for how the Centric Platform supports your existing workflow with just a handful of your clients before making any major commitments. Request a demo today!
Within the Centric Platform, you’ll find customisable dashboards and reporting that make it easy to tell the story behind your clients’ investments. Create more personalised portfolios that align with your advice, and provide your clients with the confidence that builds a long-standing trust in you.
Leaving legacy systems behind, we built the Centric Platform on cutting edge technology to meet both current and future adviser needs. It’s simple to activate and even easier to use—the Centric Platform unifies the data you need to do your best work by integrating with well-known industry systems.
The Centric Platform gives both you and your clients the ability to view key information at a glance through dashboards that can be customised to each user. Easily manage and oversee client portfolios, and enjoy regular insights from leading fund managers. See the big picture or drill down deep to ensure you’ve got the data you need to deliver an exceptional client experience.
Scale your business and increase efficiencies with Centric’s intuitive and powerful wealth management platform.