Our office:
1495 Canyon Blvd
Suite 107
Boulder, CO 80302
info@centro.rocks
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For wealth management
Centro connects Slack or Microsoft Teams to Salesforce so your teams can move faster, without compromising compliance.
Trusted by wealth management firms
A walkthrough of Centro handling an advisor-client workflow across Teams and Salesforce.
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.
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.
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.
Centro is purpose-built to help wealth management firms meet regulatory requirements while improving how teams communicate and execute. For a side-by-side comparison, read Salesforce and Teams integrations for financial services, compared, and how to connect Microsoft Teams and Salesforce.
Centro respects Salesforce roles and permissions, ensuring users can only access the data they are authorized to see.
Coordinate in real time across traders, portfolio managers, advisors, and operations.
Keep all communication contextualized within a single channel tied to Salesforce.
Automate workspaces, alerts, tasks, and approvals as your client book grows.
Complete audit trails, no shadow data, and permission controls built in.
Slack-only and Teams-only users let middle and back office teams engage without Salesforce licenses.
Centro has maintained SOC 2 Type II 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.
Yes. Centro has held SOC 2 attestation since 2022 and completes an annual SOC 2 Type II examination by A-LIGN. The most recent examination covered August 1, 2024 to July 31, 2025, with zero exceptions across all tested controls.
No. Centro stores no message content itself, which keeps your archive the single system of record.
Yes. CentroBot and all Centro features deliver messages through the native Slack and Microsoft Graph message paths, so communications are captured by the archiving and supervision tools your firm already runs, such as Global Relay or Smarsh. Centro does not create out-of-band channels that bypass capture.
No. Centro's architecture supports your compliance program, and your compliance obligations remain your own. Full detail, including data storage and retention, is on the Security page.
Yes. Centro respects Salesforce roles and permissions, so users can only access the data they are authorized to see.
No. Slack-only and Teams-only users let middle and back office teams take part without Salesforce licenses.
See how Centro connects your teams, your data, and your compliance.
