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.
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.