Management and trading connectivity for financial advisers, wealth managers, family offices and discretionary fund managers.
Combine and process your client’s financial data in one system
Data feeds
Third party integrations
Data capture
Platform providers
Automated transactions and trading integration
Custodians
Features
Centology provides a complete system with tried and tested processes to enhance wealth management.
Communications
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Bespoke client portal and dashboards
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Automated workflows and task management
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Digital Know Your Client and onboarding
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Automated client and revenue reporting
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Multiple account linking
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Document storage
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Dedicated migration support from our Data Operations Team
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Digital forms
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Trading Integrations
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Log in as your client
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Straight through processing
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You can use Centology to replace your current systems or, if you’re not quite ready to take that step, we can integrate with what you’re using now. Join today and see how it can help you achieve your goals.
About us
Founded in 2019, Centology is the culmination of 30 years’ research and development. Frustrated by the limits of incumbent technologies, founder David Stamp realised the solution he was looking for (a fully integrated and comprehensive system) did not exist.
Partners and integrations
