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.

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SOC 2
Type II

99.999%
Uptime

WORM-
Ready

Account

Smith Family Office

Type

Prospect

AUM

$125M

Primary Contact

Sarah Chen

Relationship Manager

Michael Roberts

Microsoft Teams

#trading-desk

Centro

APP

9:30 AM

Transaction requires approval

MAI-TRA-2054-1542 · Smith Family Office · Long/Short Equity

Approve

Deny

Sarah Chen

9:31 AM

Approved ✓

Centro

APP

9:31 AM

Approval recorded to Salesforce.

Case

QTN-4821

Status

In Progress

Priority

High

Owner

Alex Rivera

Slack

# account-ops

Centro

APP

10:14 AM

Case QTN-4821 updated — portfolio rebalancing request assigned to Operations.

Alex Rivera

10:15 AM

On it. I'll update the team.

Centro

APP

10:16 AM

Update saved to Salesforce.

Trusted by wealth management firms

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 & Linked Conversation Records

WORM-Ready

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, WORM-ready archiving, 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 WORM-compliant archive to preserve Salesforce, Slack, and Teams collaboration context

Ready to modernize wealth management collaboration?

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

Book a Demo