Pricing
Centology has four different packages to suit your needs.
Contact us if you have any questions.
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Centology
Aggregate and manage your clients’ data in one place in your own Portal
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Centology+
Integrate and trade seamlessly with Centology+’s integrations and straight through processing
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Adviser Technology
Complete system applications for professional advisers
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DFM Technology
Complete system applications for wealth and investment managers
Feature comparison
| Feature | Centology | Centology+ | Adviser Technology | DFM Technology |
|---|---|---|---|---|
| Client portal | Included | Included | Included | Included |
| Document storage | Included | Included | Included | Included |
| Secure messaging | Included | Included | Included | Included |
| Bulk communications / mailer | Included | Included | Included | Included |
| Integrated emails | Included | Included | Included | Included |
| Integrated appointments | Included | Included | Included | Included |
| Digital forms / documents | Included | Included | Included | Included |
| Digital signatures | Included | Included | Included | Included |
| Adviser / investment dashboard | Included | Included | Included | Included |
| Administration oversight & dashboard | Included | Included | Included | Included |
| CPD recording & reporting | Included | Included | Included | Included |
| Automated reporting (bulk) | Included | Included | Included | Included |
| Trading Integrations | —Not included | Included | Included | Included |
| Investment management dashboard | —Not included | Included | Included | Included |
| Back office & compliance oversight inc. | —Not included | —Not included | Included | —Not included |
| DFM oversight dashboard | —Not included | —Not included | —Not included | Included |
| Trading platform & portfolio management * | —Not included | —Not included | —Not included | Included |
| Custody * | —Not included | —Not included | —Not included | Included |
| Client cash * | —Not included | —Not included | —Not included | Included |
| Training | Included | Included | Included | Included |
| Support | Included | Included | Included | Included |
| Date migration & implementation | Included | Included | Included | Included |
| Data feeds | Included | Included | Included | Included |
| Bespoke investments / investment committee | —Not included | Optional extra | Included | —Not included |
| KYC | Optional extra | Optional extra | Included | Included |
| CRM integrations | Optional extra | Optional extra | —Not included | —Not included |
* Partner provided service
Speak to someone today
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.