Adviser solutions for you and your clients
Multiple account types
Statement of advice accounts
Managed discretionary 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.