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 superior e-mail & encryption services, financial planning software, marketing databases, to advanced brokerage account trading services, we have what you need.

Some of Centaurus’ key technology partners include:

Wealth Reporting & Data Aggregation
Albridge Wealth Reporting is a portfolio management system integrating portfolio accounting and performance reporting to deliver an accurate, single view of all of your clients' assets. Albridge can consolidate client account data from hundreds of disparate sources/accounts to include proprietary, banking, brokerage, insurance, retirement, managed accounts, alternatives, and trusts.
Look for the "Links/Intergrates with ALbridge" 

Pershing's NetX360 (Net Exchange)
Net Exchange 360 is a state-of-the-art online brokerage platform that enables you to manage your business more efficiently and effectively. As an integral team member of Centaurus, all our representatives are given access to the core services for free. Links with Albridge.

Classic+ Platform
In addition to lowering the trading costs and simplifying the model trading capabilities, the TD Ameritrade (TDA) asset-based option to the CLASSIC Plus platform provides you with sophisticated practice management tools for a client-centered approach. Data feeds to Albridge.

MoneyGuide Pro - Financial Planning
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. Integrates with Albridge.

Forecaster | Profiles | NaviPlan  -
Financial Planning
EISI's Forcaster is a user-friendly goals-based application. The Profiles-Pro application uses a mixture of needs assessment and financial planning.
Profiles-Pro addresses simple to comprehensive planning needs.  NaviPlan, for clients with $500K AUM to ultra-high net worth provides a full range of financial planning capabilities in one program.  Integrates with Albridge.

Redtail - CRM
Redtail is an online CRM tool for client management, sales automation, client support and marketing automation. Powerful tools, seamlessly integrated.
Integrates with Albridge.

Grendel - CRM
Grendel Online is a web based CRM system for the financial services industry. It includes CRM for advisors, Albridge intergrated account aggregation, compliant paperless office, and a client portal for the advisors' clients. Integrates with Albridge.

SmartOffice - CRM
Trusted across the industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenues. Integrates with Albridge.

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. Links with Most CRM's and Albridge.

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

Website Content Providors & Design  - Compliance Integrated


Emerald Publications Websites
When you brand your practice with an Emerald Web site, your prospects and clients will remember you when they need financial services. Our Web sites offer distinctive designs and state-of-the-art functions that are comparable to any custom or premium site from other providers. And they come preloaded with a wealth of FINRA-reviewed financial informationdes.
Remember to add a Link to Centaurus' Albridge Client Accounts Site.

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.
Remember to add a Link to Centaurus' Albridge Client Accounts Site.