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About Centric
Centric Wealth, based in Australia, offers a comprehensive wealth management platform designed to simplify client management for financial advisors. The platform allows advisors to manage client portfolios, access a wide range of investment options, and generate reports easily[4]. Their services focus on streamlining client management processes, providing support through an Australian-based contact center, and offering regular training[4]. The target audience includes financial advisors and investors seeking efficient wealth management solutions. The unique selling proposition is the all-in-one platform that enhances client relationships and saves time for advisors[4].
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