08 · SALES TOOLS
08 · SALES TOOLS
A suite of partner-first sales tools — built to compress decision time, balance every portfolio, and make every recommendation defensible from the first conversation.
Instantly match client requirements to the right funds — reduce decision time and enable seamless onboarding with intelligent recommendations.
Design well-balanced portfolios across asset classes, aligned to each client's goals, risk appetite and time horizon.
Model market scenarios before committing — see how different time horizons shape outcomes and build confident recommendations.
Save for specific goals — a house, a car, retirement — mapping savings to income and time horizon with disciplined projections.
Capture goals, risk appetite, time horizon and existing portfolio in one structured intake — no more switching tabs.
Run asset allocation against goal-based outcomes, and stress-test with What-If scenarios across market cycles.
Generate a clean, partner-branded recommendation backed by Centricity research and ready for the client meeting.