Key Platform Features
To support you in achieving your wealth and investment goals, we developed a cutting-edge platform that enables the best outcomes and efficiencies.
Centric Cash is integral to your account and creates a fully functional cash solution when linked to a paired cash management account (only available within Centric Platform IDPS).
Complete wealth view
View all investments under advice in one centralised tool - anytime, anywhere.
Access portfolio management tools, consolidated and diverse reporting, and a range of other dashboard features.
Australian based contact centre, along with 24/7 online access to your document and resource libraries.
How much will your clients pay?
We know that accessible, transparent fees are important to you. See how the Centric IDPS could benefit you by calculating your client's expected fees and interest.
Cost efficiencies and transparent fees
Direct mandate investing through managed discretionary accounts
Optional cash management account with rich transaction functionality
Access to diversified portfolios
Broad range of investment and contribution options
Supports multiple products across wealth landscape
Choice of accounts for advised and self-directed investing
Growing range of established partners and providers
Select from multiple methods to optimise tax outcomes
Driven by market and industry leaders
Secure multi-factor authentication technology
Data advantage: transparent, compliant and accessible
Comprehensive fintech platform
Securely share read-only access with select financial representatives
Efficient, intuitive and easy to use
Flexible options, features and tools
Live transfers and real-time access
Dedicated contact centre with both phone and online support
Complete wealth view and reporting easily available online