Features — Centology

Communications

Reduce your reliance on emails with Centology’s secure messaging to communicate safely and securely with colleagues and clients, including push notifications when you need to act. If you’d rather keep your current email, we can dovetail with that too.

Bespoke client portal and dashboards

Centology creates bespoke, intuitive dashboards for any user. Integrate the data you need in one environment, surfacing it from numerous sources including third-party integrations and feeds to ensure you, your team and your clients have the information you need wherever you are.

Automated workflows and task management

For a successful client journey, Centology provides complete oversight of your cases, tracking all activities through to completion. Automate workflows with your team to unblock delays and distractions for a smooth operating model that reduces time spent on compliance, reporting, reviewing, servicing and onboarding.

Digital Know Your Client and onboarding

Don’t let anti-money laundering (AML), Know Your Client (KYC), fact finding and onboarding drag you down. Centology’s paperless, client-friendly and fully integrated digital onboarding process means you never have to re-key your data again!

Automated client and revenue reporting

With Centology you have a full range of reporting tools to surface real-time information across your entire data store at the touch of a button. Automated bulk reporting allows you to gather your data for PI renewals, Gabriel reports, client reviews, annual summaries, MiFID II and suitability reports.

Multiple account linking

Seamlessly link accounts across families, trusts, companies and family offices, allowing your clients to easily transfer between accounts with just one click. Effective for trustees, spouses, Power of Attorney and corporate accounts.

Document storage

Secure online document storage linked to tasks and workflows for easy retrieval. Centology allows the two-way transfer of documentation without the need for paper or stamps. Create a filing structure to suit your business, while giving your clients the freedom to manage their personal documents.

Dedicated migration support from our Data Operations Team

Centology is built on the foundation of secure, accessible and accurate data. To ease our clients into the Centology journey our dedicated Data Operations Team will be there at every step from initial data migration through to training, ongoing support and monthly Data Integrity Reviews (DIRs).

Your structured and efficient migration will include quality checks to assess all data before the move to Centology: matching data fields and identifying missing data not only saves time and money but improves process efficiency.

Digital forms

Digital dynamic forms that easily capture and guide clients through the fact-find process. From our suite of 100+ digital forms—from enquiry, KYC and fact find to ISA, GIA and pension applications—you can quickly process information without the need to print, post or wet sign again. If you need something bespoke, Centology can quickly create a form to suit.
Get instant access to your data, and with no need to re-key or duplicate data into back-office CRMs, portals or third-party systems, you know you have achieved data integrity.

Trading Integrations

Centology provides an end-to-end trading integrations. Using Centology’s key digital features and client portal allows for streamlined, paperless and integration with your chosen systems.

Log in as your client

See what your client sees: with Centology, you can log in alongside your client for a helpful “client’s eye view”.

Straight through processing

Straight through processing reduces complexity and increases efficiencies. Send, receive and approve investment applications digitally whilst Centology’s automates the rest.