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Introducing Broker Partnerships.

Build stronger client relationships with a partnership model supported by transparent referral visibility, dedicated resources and ongoing support.

Become a Partner
Centrino Partners PortalAP

Client introductions

Follow each introduced relationship from registration to activity.

Introduced Clients

186

+14· this quarter

Verified

142

76%· of introductions

Active Accounts

118

+9· this month

90-day Retention

83.1%

+2.0 pts· sample cohort

Introduced Clients

View all

  • RF-20931

    AE · Introducing Broker

    Active

  • RF-20928

    GB · Affiliate

    Verified

  • RF-20925

    ZA · Affiliate

    Registered

  • RF-20919

    MY · Introducing Broker

    Pending

Client Journey

  1. Clicks11.8K
  2. Registrations1.3K
  3. Verified612
  4. Active342

Activity

Latest

  • New referral verified

    RF-20928 · 12 min ago

  • Monthly report available

    August statement · 2 h ago

  • New creative set approved

    Marketing assets · Yesterday

  • Campaign link created

    Autumn education series · 2 d ago

Illustrative Partner Portal

Key benefits

  • 01

    Structured Referral Journey

    Keep track of the clients connected through your partnership, from introduction to activity.

  • 02

    Performance Visibility

    Understand referral and activity information through your partner environment.

  • 03

    Dedicated Relationship Support

    Connect with a team responsible for supporting your partnership day to day.

Client visibility

Every introduction, accounted for.

The partner portal shows the clients connected to your partnership and where each one stands, so you can support them properly and plan your activity.

  • Status of each introduced client, from registration to activity
  • Client journey view showing where introductions progress or stall
  • Periodic statements and activity summaries
  • Notifications when a referral status changes

Portal views shown on this page are illustrative and use sample data. Available functionality is confirmed during onboarding.

How it works

How the introducing broker model works.

You introduce clients you have a genuine relationship with. Centrino onboards and services them; your partnership is credited for the introduction.

  1. 01

    Introduce

    Share your partner link or reference with clients who could benefit from Centrino.

  2. 02

    Onboard

    Clients register and complete Centrino’s onboarding and verification requirements.

  3. 03

    Track

    Introduced clients appear in your partner portal with their current status.

  4. 04

    Develop

    Use insights and resources to support clients and grow your network responsibly.

Tools & features

Tools for managing a client network.

Everything is organised around the relationships you introduce.

  • Referral links & references

    Unique identifiers so each introduction is attributed to your partnership.

  • Client status overview

    A consolidated view of introduced clients and their onboarding progress.

  • Activity reporting

    Periodic reports on the activity connected to your partnership.

  • Client-facing materials

    Approved presentations and explainers to share with prospective clients.

  • Compliance guidance

    Clear guidance on how Centrino can and cannot be promoted.

  • Relationship contact

    A named contact point within the partnership team.

Who it is for

Who it is suited to.

Professionals and businesses with an established network of clients or contacts.

  • Financial consultants and advisersWhere permitted in your jurisdiction and within your authorisation.
  • Trading educators with a client baseEducators who want to recommend a provider to students.
  • Business introducersFirms that regularly connect clients with specialist providers.
  • Regional partnersLocal businesses with trusted relationships in their market.

Why Centrino Partners

Why introduce with Centrino.

  1. 01Part of a wider ecosystemIntroduce clients to a group that spans retail and institutional services.
  2. 02Clear attributionReferral references keep the relationship between you and your clients clear.
  3. 03Support that knows the modelThe partnership team works with introducing brokers every day.

Commercial terms, including how partners are remunerated, are agreed individually and set out in the partner agreement. They are not published on this website.

Get started

Four steps to get started.

Become a Partner
  1. 01

    Apply

    Complete the application and select Introducing Broker.

  2. 02

    Review

    We review your details, eligibility and any documents needed for your jurisdiction.

  3. 03

    Agreement

    Agree the partnership terms that apply to your arrangement.

  4. 04

    Activate

    Receive your referral references, portal access and resources.

Questions

Introducing Broker questions.

Answers to common questions about this partnership model.

Contact the Partnership Team

Enquire

Questions before you apply?

Send a short enquiry about the introducing broker model and the partnership team will reply by email. Ready now? Start your application.

Introducing Broker

Ready to build your partnership?

Apply in a few minutes. The partnership team will review your application and come back to you.

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