Value Stream:
Monitor
Stay ahead of market shifts with real-time portfolio tracking, risk analytics, and automated compliance surveillance.
Overview
Centric enables continuous oversight across portfolios, detecting risk, exposure, and performance deviations instantly — helping advisors protect assets and respond to market dynamics in real time.
Key Statistics
Firms using AI-based monitoring cut exposure losses by 25–40% — McKinsey Risk Report 2024
60% of portfolio breaches go unnoticed until after losses — Accenture Wealth Risk Benchmark
Automated compliance systems reduce regulatory fines by 35% — PwC Compliance Index
Continuous rebalancing models improve long-term yield by 12–15% — Bain Investment Analytics Study
Manual performance tracking and reporting lag.
Limited real-time market visibility.
Reactive compliance processes.
Teams spot attrition or pricing gaps only after revenue impact.
Increased portfolio complexity and cross-asset exposure.
Growing regulatory scrutiny on transparency and auditability.
Market volatility and faster-moving risk cycles.
Rising client expectation for proactive risk management.
Performance Attribution
Analyze returns by asset, market, and strategy.
Risk & Exposure Monitoring
Detect concentration and volatility instantly.
Compliance Surveillance
Automate rule breaches and audit alerts.
Rebalancing Triggers
Predict and execute tactical adjustments dynamically.
