Contact Information
Email
k****@centricwealth.com.au
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Company Information
Industry
financial services
Annual Revenue
24919000.0
Technologies
Cloudflare DNS
Outlook
Microsoft Office 365
CloudFlare Hosting
Mobile Friendly
Google Tag Manager
Facebook Custom Audiences
Google Analytics
Facebook Widget
Linkedin Marketing Solutions
Facebook Login (Connect)
Google Font API
Keywords
superannuation
managed funds
investor directed portfolio services
wealth management
investment platform
client management
wealth management platform
investment tracking
portfolio management
performance reporting
investment options
wealth goals
financial advisors
customized dashboards
superannuation solutions
multi-asset class models
cash management
client satisfactions
compliance
transparency
seamless transactions
financial literacy
adviser training
risk assessment
investment strategies
online resource library
client relationships
dedicated support
real-time access
diversified portfolios
investment menu
advisory services
financial planning
user-friendly interface
holistic wealth view
efficient workflows
performance methodologies
investment consultations
asset allocation
onboarding processes
transaction functionalities
reporting features
digital security
stakeholder integrations
financial representatives access
due diligence
research-driven insights
portfolio diversification
cash solutions
fee transparency
regular training
cutting-edge technology
financial outcomes
investment landscape insights
investment management
financial services
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