A Technology Platform Designed for the Modern RIA
Enhance Client Outcomes. Scale Your Practice.
As an RIA, your focus is on delivering superior outcomes for your clients. Centennial Quantitative provides the institutional-grade technology infrastructure that allows you to manage client assets with greater precision and efficiency, reinforcing your value proposition and helping you compete with larger institutions.
Technology That Reinforces Your Fiduciary Commitment
An Unconflicted, Transparent Model
Our platform's interests are aligned with yours and your clients'. We operate on a simple subscription model with no hidden agendas.
- ✓ No payment for order flow
- ✓ No proprietary trading
Proprietary Model Security
Your custom models and asset allocation strategies are your intellectual property. Our platform ensures they remain confidential and secure.
- ✓ Maintain your competitive edge
- ✓ Segregated strategy architecture
A Network of RIA Peers
Connect with a vetted community of fellow RIAs. Share best practices on practice management, compliance, and investment strategy in a private, professional forum.
- ✓ Access to peer-reviewed strategies
- ✓ No retail noise
RIA-Specific Features
Client Management
Manage multiple client accounts with ease. Utilize automated, customizable rebalancing and tax-loss harvesting tools to improve after-tax returns.
Compliance Tools
Leverage a robust pre-trade compliance engine to ensure adherence to client mandates and generate documentation to assist with best execution requirements.
Risk Management
Implement risk controls tailored to individual client suitability, manage drawdowns systematically, and conduct scenario analysis across your entire book of business.
Integration Capabilities
Seamlessly integrate our platform with your existing CRM, custodians, and reporting software to create a unified workflow.
Structured for a Seamless Transition
- Initial platform demonstration & consultation
- Compliance & integration review
- Phased implementation planning
- Comprehensive team training & support