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Manage client relationships with greater visibility.

Infrastructure, oversight and reporting for professional managers, available where legally and operationally applicable and subject to eligibility review.

Become a Partner
Centrino Partners PortalAP

Account oversight

Client relationships, account groups and reporting in one view.

Client Accounts

64

+4· under oversight

Active Mandates

7

3 strategies· sample structure

Reports Issued

192

On schedule· this quarter

Open Review Items

3

−2· vs last week

Accounts Under Oversight

View all

  • AC-3104

    Balanced · Reviewed 16 Sep

    Active

  • AC-3098

    Conservative · Reviewed 15 Sep

    Verified

  • AC-3091

    Growth · Due 20 Sep

    Pending

  • AC-3087

    Balanced · Reviewed 12 Sep

    Active

Account Groups

Sample
  • Conservative mandate42%
  • Balanced mandate35%
  • Growth mandate23%

Reports

4 available

  • Monthly partner statement

    Aug 2026

    PDF

  • Referral activity export

    Q3 to date

    CSV

  • Campaign performance

    Last 90 days

    CSV

  • Client activity summary

    Aug 2026

    PDF
Illustrative Partner Portal

Key benefits

  • 01

    Relationship Infrastructure

    A structured environment for the client relationships you are responsible for.

  • 02

    Account Oversight

    A consolidated view of accounts, their status and items requiring review.

  • 03

    Reporting

    Periodic reporting to support your own client reporting and record-keeping.

Oversight

Clarity across every client relationship.

The partner environment gives managers an organised view of the accounts and mandates they oversee, with reporting designed for professional use.

  • Account groups and oversight status in one view
  • Account group visibility, with allocation tooling where supported
  • Scheduled and on-demand reporting
  • Review items and operational notifications

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

How it works

How the money manager model works.

You manage client relationships under your own authorisation and mandate. Centrino provides infrastructure, oversight tools and reporting, subject to eligibility and applicable regulation.

  1. 01

    Eligibility

    We confirm your authorisation, experience and the jurisdictions involved.

  2. 02

    Structure

    Agree the operating and reporting structure appropriate to your mandates.

  3. 03

    Onboard

    Clients complete Centrino’s onboarding; accounts are linked to your oversight view.

  4. 04

    Oversee

    Monitor accounts and reporting through the partner environment.

Tools & features

Built for professional oversight.

Tooling is confirmed during onboarding and depends on your structure and jurisdiction.

  • Account oversight

    Status, review items and activity across the accounts you oversee.

  • Account groups

    Organise accounts by mandate or strategy for clearer oversight.

  • Reporting

    Periodic statements and exports for your records and client reporting.

  • Operational efficiency

    Fewer manual steps between onboarding, oversight and reporting.

  • Scalable management

    A structure that supports additional clients and mandates over time.

  • Operational contact

    A partnership contact for operational and reporting questions.

Who it is for

Who it is suited to.

Professional managers who hold the authorisations required for their activity.

  • Authorised money managersIndividuals or firms permitted to manage client assets in their jurisdiction.
  • Investment firmsFirms seeking infrastructure and reporting for client relationships.
  • Professional traders with mandatesManagers with documented mandates and clients.

Why Centrino Partners

Why manage with Centrino.

  1. 01Institutional perspectivePart of a group that includes Centrino Prime’s institutional services.
  2. 02Oversight firstTools designed around visibility, review and reporting.
  3. 03Structured onboardingA careful eligibility process that protects you and your clients.

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

    Select Money Manager and outline your authorisation and mandates.

  2. 02

    Due diligence

    We review your authorisation, experience and documentation.

  3. 03

    Agreement

    Agree the partnership and operating terms for your structure.

  4. 04

    Onboard

    Set up your oversight environment and begin onboarding clients.

Questions

Money Manager questions.

Answers to common questions about this partnership model.

Contact the Partnership Team

Enquire

Questions before you apply?

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

Money Manager

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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