End to End Wealth Management for Investors

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.

Cash solution

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.

Dynamic tools

Access portfolio management tools, consolidated and diverse reporting, and a range of other dashboard features.

Dedicated support

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.

Why Centric

  • 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