A tech driven infrastructure platform for Investment professionals. Centricity is a PAAS solution for Independent financial advisors, MFDs, and other intermediaries in the wealth management ecosystem.
Updated on
Oct 14, 2025
Finance
Data safety
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Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
Dashboard redesigned with a fresh look and new AUM, AUA widgets including detailed drilldowns. Recent Summary section now includes widgets for Recent Transactions, Systematic Alerts, and Upcoming Corporate Actions. Clients tab revamped with an improved layout, sorting, and Excel download options. Added Unlisted Order Punching module for seamless order entries. Deleting a prospect now requires entering a reason for better traceability. Bug fixes and performance improvements.