How it Works


Customise your dashboard

Your Centric dashboard is a convenient space to view your net wealth anytime, anywhere. Access your portfolio performance, top holdings, asset allocations and transactions. You can also share access with your financial adviser, accountant and other financial representatives.

Monitor valuations and performance

Centric allows you to understand how your account balance changes over time. Monitor your portfolio performance and view it over multiple horizons or selected customised timeframes. You can also review your asset allocation and select from a range of performance methodologies.

View reports anytime

Access a suite of consolidated reporting and view key details of your Centric holdings. Collaborate with your accountant and other selected financial representatives by providing them with secure read-only access to your Centric portfolio.

Create your complete wealth view - hold multiple accounts and manage different types of assets in one platform.

Fee calculator

Interested in learning more? We've compiled answers to frequently asked questions.