Centaurus is committed to providing cutting-edge technology solutions that enable representatives to create a more efficient and streamlined practice. Centaurus’ ongoing effort to bring representatives the best-in breed technology is dedicated to helping them service and build relationships with new and existing clients.

From basic e-mail services, financial planning software, marketing databases, to advanced brokerage account trading services, we have what you need. Some of Centaurus’ key technology partners include:

Advisor Square
AdvisorSquare designs, hosts, and maintains websites specifically for financial professionals. As the nation's #1 provider of financial websites, AdvisorSquare provides unique custom design options and a host of communication tools proven to promote business, acquire new clients, and improve client services.

Copy Talk
The Mobile Scribe service from Copytalk is a documentation service that allows you to call in your meeting notes, have them transcribed into text, and returned to you and/or your assistant via e-mail within a few hours.

Investigo
Investigo’s web-based Wealth Management Platform provides a series of solutions including portfolio management, data aggregation, reporting, CRM, regulatory compliance and on-line document management.

Laser App
Laser App Software creates products that combine state of the art form filling technology with a massive library of industry related forms. Forms are maintained by Laser App so representatives can focus on their clients, rather than filling out paperwork.

MoneyGuide Pro
MoneyGuidePro is the first collaborative internet-based software that makes financial planning easy to accomplish. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.

LaserFiche
The Laserfiche document management software suite is a set of scanning, indexing, information sharing, business process management, integration, tracking and auditing tools.