Centology
HQ Address
Unit 2 Queen Street, Emsworth, Hampshire, PO10 7BT, United Kingdom
Website Address
Business introduction
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
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. There was just not the level of integration he wanted, resulting in repeated re-keying and duplication of data. Centology is the culmination of David’s work, providing a complete system with tried and tested processes to enhance wealth management.
Centology Solutions
Centology
Combine and process your client’s financial data in one system Features: Communications Bespoke client portal and dashboards Automated workflows and task management Digital Know Your Client and onboarding Automated client and revenue reporting Multiple account linking Document storage Dedicated migration support from our Data Operations Team Digital forms Trading Integrations Log in as your client Straight through processing ...
