Technology Vision and Development
At Centrepoint Alliance, we place paramount importance on both data management, privacy and data security. Safeguarding both your information and ours is essential in today’s digital environment. Centrepoint Alliance is ISO 27001:2022 certified, demonstrating our strong commitment to protecting the information of our advisers and clients.
Our commitment to Cybersecurity consists of comprehensive policies supported by a suite of technical measures. The implementation of these measures serves to fortify not only our Centrepoint Infrastructure but also our Advisers and their clients against the persistent threats of cybercrime, identity theft, and fraudulent activities. Centrepoint’s Cyber Program encompasses both technical and non-technical aspects.
One of the issues many advisers face every day is dealing with multiple applications that do not talk to each other, requiring information to be manually rekeyed between advice generation software (Xplan), superannuation and investment administration platforms and other applications.
Our mission is to solve these problems, leveraging our relationships and scale by working with leading software providers and co-designing integrated solutions.
Some of our focus areas include:
- Integrating CRM, advice generation and portfolio administration platforms
- Digital advice technology to enable efficient interaction with customers
- Business intelligence solutions to transform your practice data into insight
- Regulatory technology (Regtech) to provide ongoing compliance alerts and monitoring
