Integrated Technology

Best-in-breed integrated technology.

Technology Solutions for your Business


The Centaurus Technology Department is committed to providing leading technology solutions that enable our representatives to create a more efficient and streamlined practice. Our ongoing focus is to provide our representatives with best-in-breed “integrated” technology that is dedicated to helping you service and build relationships with new and existing clients.

We provide access to superior email and encryption services, financial planning software, CRM and marketing databases, advanced brokerage account trading services and much more.

Key Technology Partners


We believe that you should be able to decide where you spend your dollars on technology. While there are some systems that must be mandated, such as electronic communication review (email, social networking, etc.), continuing education, encrypted email and trading platforms, we do not use the “one-size fits all” approach. The decision on what systems for managing your client assets, portfolio analysis, financial planning, and automated marketing communications is your choice.

Some of our key technology partners include:

Advicent


Albridge


Copytalk


Ebix


Erado


Grendel


Laser App


MoneyGuidePro


Netx360

Redtail

SmartOffice

TD-Ameritrade

Conferences & Workshops

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Successions & Acquisitions

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Marketing & Branding

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Integrated Technology

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