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Welcome to Centric Dealer Group
See how dealer groups manage compliance, visibility and adviser performance in real time.
Centric is a fictional licensee created to showcase the Engagement Hub’s dealer group and AFSL oversight features.
Inside this demo, you'll explore:
Adviser onboarding and licence management
Easily broadcast important updates, compliance information, and product news to your entire network of financial advisors, ensuring consistency and timely communication across all channels, globally or privately.
Document approval workflows
Maintain effective communication with financial advisors across multiple regions, offering global broadcast and private messaging capabilities to ensure alignment and cohesion throughout your entire network.
Real-time compliance tracking and activity logs
Facilitate secure, private communication between dealer groups and advisors, ensuring confidential conversations and personalized updates that maintain trust and clarity within your network.
Keep everything — and everyone — in one place
Track and manage compliance-related communications across your advisor network, ensuring all advisors are up-to-date with regulatory requirements, policies, and guidelines through seamless notifications and reminders.
It’s secure. It's smart. And it’s how clients want to engage with their advice.
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