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.

Centric works with world class organisations
Centric works with world class organisations

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.

Centric platform
Centric platform

Here’s what advisers say about us

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I value the comprehensive, well-researched investment menu and the confidence it brings me when designing client portfolios – no matter how complex.”

Matt S., Financial Adviser Sydney NSW
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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.”

Sasha J, Regional Client Services Manager Canberra

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