Centaurus is pleased to be accessible to you and believes it can offer a wide array of quality services and expertise. After all, a "truly independent" broker/dealer has the best of all worlds. As a result of our relationships with sponsors, we can access their vast resources and combine that with our custom expertise, all without being held hostage by one single approach.
This means that we can filter out the chatter and pass along only the information that we deem valuable enough for your attention and time. We've been facilitating relationships between independent producers and sponsors for many years and we know what works.
Of course, most of you are seasoned professionals who have already found your niche - but as you know, one has to constantly adapt and grow in this business. That's why we're always striving to provide you with new ideas and with opportunities for training and networking. Our various meetings, BDD Quantum Leap Workshops, Newsletters and Monthly Sales Bulletins are but a few examples.
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 marketing and technology partners include:
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.
Albridge Wealth Reporting
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.
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.
Ebix CRM’s web-based SmartOffice software is the financial services solution for CRM, practice and agency management. Proven by more than a 125,000 advisors, SmartOffice helps financial services professionals; Deliver high-touch service – without additional staff, Generate referrals & ensure client retention, Systematize proactive, personal communication with your clients, Keep your clients on track and on plan
Emerald offers representatives turnkey seminars, newsletters, direct mail, email marketing and agent web sites. Emerald has improved and expanded their product line with additional prospecting and retention tools. Emerald has served as a marketing partner to thousands of financial professionals, providing innovative products to help them build and grow profitable businesses.
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 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.
The Laserfiche document management software suite is a set of scanning, indexing, information sharing, business process management, integration, tracking and auditing tools.
Created especially for the financial industry the Marketing Library is more than an online message library, it’s a complete, state-of-the-art, online compliance review system. The Marketing Library features hundreds of marketing messages (letters, flyers, invitations, notes and much more) for your clients.
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.
NetX360 provides one complete solution, combining the best of the brokerage and advisory worlds onto one platform, to make it easier for you to grow your business. In addition, the market data, tools, and analytical capabilities available throughout NetX360 will help you identify potential revenue generating opportunities from both new and existing clients
Perimeter is the trusted market leader of information security services that delivers enterprise-class protection and compliance for businesses of any size. Through its cost-effective security-as-a-software platform, Perimeter offers the most comprehensive compliance, security and messaging services that include but aren't limited to: firewall management and monitoring, vulnerability scanning, intrusion detection and prevention, hosted email, encrypted email, and email archiving.
Infinata High-Net Worth Insight Infinata High-Net Worth Insight is an online database that provides you with the most comprehensive intelligence on high net worth individuals, foundations & endowments, plan sponsors, and retirement plans.
In today’s economy, it’s important to secure your assets for a brighter tomorrow. Centaurus Financial can help!JOIN CFI TODAY!