Adviser solutions for you and your clients

Multiple account types

Statement of advice accounts

Managed discretionary accounts

Self-directed accounts

Customisable dashboard for a full client view

Easily manage accounts and review key information at a glance with a customisable dashboard. View key statistics on all client holdings, transactions, top clients, fees and other core metrics.

Consolidated reporting and cross collaboration

Access a range of reports and collaborate with your clients, team members and other stakeholders including accountants, SMSF administrators, and more.

Secure access and tailored support

The Centric platform offers secure multi-factor authentication to protect your data and client accounts. With Centric, both advisers and investors also enjoy easy, direct access to our Australian-based contact centre via phone or email.

Fully customisable MDA service

Using your own MDA licence, you can access portfolio management tools to configure and manage model portfolios for your clients. Professional portfolio managers can also be used to construct, customise and maintain each model, with direct access to a model management portal.