Adviser solutions for you and your clients


Multiple account types

Centric features

Statement of advice accounts

Centric features

Managed discretionary accounts

Centric features

Self-directed accounts

product features

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.

product features

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.

product features

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.

product features

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.