Value Stream:
Report
Deliver transparent, dynamic, and compliant reporting for clients, advisors, and regulators.
Overview
Centric automates portfolio, fee, and performance reporting — giving wealth firms full transparency, compliance confidence, and real-time insight across portfolios.
Key Statistics
Manual reporting consumes 25–30% of advisor time — PwC Wealth Ops Report
Automated reporting reduces errors by 70% — Deloitte Compliance Study
Firms with transparent fee structures see 40% higher trust scores — Accenture Client Confidence Index
Real-time dashboards improve investor satisfaction by 2× — Bain CX Research
Manual report generation delays delivery.
nconsistent fee and performance presentation.
Weak compliance disclosure and audit tracking.
Teams spot attrition or pricing gaps only after revenue impact.
Heightened regulatory and audit scrutiny.
Growing demand for transparent, personalized reports.
PSPs and banks offering smarter, data-led pricing models.
Dynamic Report Generation
Real-time summaries across portfolios.
Fee Transparency
Automatic fee and return reconciliation.
Compliance Disclosure
Auto-validation of data against audit logs.
Peer Benchmarking
Compare performance to industry standards.
