For Wealth Management

Real-time trading and portfolio management collaboration across traders, portfolio managers and operations

Centro connects Slack or Microsoft Teams to Salesforce so your teams can move faster, without compromising compliance.

SOC 2 Type II
Audited annually by A-LIGN
99.999% uptime
Active-active across AWS regions
No Shadow Data
No message content stored by Centro
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AICPA SOC for Service OrganizationsSalesforce Partner since 2020
Trusted by wealth management firms

See it in a client scenario

A walkthrough of Centro handling an advisor-client workflow across Teams and Salesforce.

Built for advisory workflows

CentroBot mascot
CentroBot
Ask about a client household or book of business in plain language and get answers grounded in Salesforce data the user is authorized to see. Runs on the same audited Centro platform. Messages travel the standard Slack and Microsoft Graph paths.
Live Links
Share a Salesforce record in a Teams or Slack conversation as a live view. Colleagues see current record data with their own permissions, not a stale screenshot.
Broadcasts
Send updates to advisor teams from Salesforce, delivered as ordinary Teams or Slack messages. Because delivery uses the native message paths, broadcasts are captured by your archiving stack like any other message.

Secure collaboration for a compliance-heavy industry

Centro is purpose-built to help wealth management firms meet regulatory requirements while improving how teams communicate and execute.

SOC 2 Type II
Salesforce permissions respected
Audit logs and linked conversation records
No Shadow Data
Exportable audit detail

Centro respects Salesforce roles and permissions, ensuring users can only access the data they are authorized to see.

Built for the speed of markets. Designed for the realities of compliance.

Zero-delay handoffs
Coordinate in real time across traders, portfolio managers, advisors, and operations.
Reduce trading errors
Keep all communication contextualized within a single channel tied to Salesforce.
Scale with your business
Automate workspaces, alerts, tasks, and approvals as your client book grows.
Compliance you can trust
Immutable audit trails, no shadow data, and permission controls built in.
Cost-effective access
Slack-only licensing allows middle and back office teams to engage without Salesforce licenses.

Powering collaboration across wealth management teams

Trading & Portfolio Management
  • Real-time coordination on trades and strategies
  • Attach the right people and teams automatically
  • Approve or deny transactions directly in Slack or Teams
  • Alerts for stalled transactions
  • Automatic channel archiving
Client Service & Operations
  • Manage cases and client requests
  • Keep conversations connected to Salesforce
  • Assign tasks and track resolution
  • Improve visibility and ensure SLA compliance
Approvals & Exceptions
  • Transaction approvals
  • Exception handling
  • Operational sign-offs
  • Escalations
  • Complete audit trail of every decision
Alerts & Notifications
  • Real-time updates on key events
  • Escalate issues instantly
  • Keep teams aligned and informed
Audit & Compliance
  • Immutable message history
  • Linked to Salesforce records
  • Exportable audit detail
  • Works alongside your existing compliance archive to preserve Salesforce, Slack, and Teams collaboration context

Compliance posture

Centro has maintained SOC 2 Type 2 attestation since 2022, audited annually by A-LIGN. The most recent examination covered August 1, 2024 to July 31, 2025, with zero exceptions across all tested controls.

Firms subject to FINRA 4511 and SEC 17a-4 retain and supervise business communications through their existing archiving stack. Because CentroBot and all Centro features deliver messages through the native Slack and Microsoft Graph message paths, communications are captured by the archiving and supervision tools the firm already runs, such as Global Relay or Smarsh. Centro does not create out-of-band channels that bypass capture.

Centro stores no message content itself, which keeps the customer's archive the single system of record.

Centro's architecture supports the customer's compliance program. The customer's compliance obligations remain their own. Full detail, including data storage and retention, is on the Security page.

Ready to modernize wealth management collaboration?

See how Centro connects your teams, your data, and your compliance.

Book a Demo
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