Centric Wealth
Curated by SignalWealth management platform streamlining client management for financial advisers.
Overview
Centric Wealth is a company that focuses on providing financial planners and advisors with a range of solutions designed to support client management and investment strategies. The platform includes investor-directed portfolio services and managed funds, which aim to assist advisers in optimizing their operations and enhancing client interactions. It incorporates predictive analytics, digital dashboards, and customizable financial planning software, allowing professionals to assess client financial health and market trends. Additionally, the platform offers secure client portals for communication and compliance management systems to help ensure adherence to regulatory requirements. Centric Wealth is aimed at financial advisers and seeks to address the challenges associated with client management, portfolio oversight, and decision-making.
Key facts
- Founded
- 2002
- Headquarters
- Sydney, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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- Phone
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Open roles
1 roleBusiness Analyst
Sydney, New South Wales, Australia · Hybrid · Full-time
