Summary: Digital platforms help with dashboards, aggregation and reporting. Centry is advice, not just software: Wealth Engineers, tax expertise, implementation support and regulated investment capability where required.
How they compare
| Digital platform | Centry | |
|---|---|---|
| Core function | Aggregation and reporting | Analysis, planning, implementation and monitoring |
| Human expertise | Self-serve; support tier | Wealth Engineers with tax and legal background |
| Tax planning | Not included | Tax-led; core to the service |
| Implementation | Not included | Implements with client authority and the right professional or regulated partner involvement |
| Monitoring | Dashboard alerts on data changes | Human-led monitoring supported by private software |
| Cost | Subscription-based | Fee-based |
Where a digital platform may be the better fit
A digital platform may be the better fit if the primary need is data aggregation, portfolio reporting and document storage, particularly where tax planning, adviser coordination and implementation are handled elsewhere.
Where Centry may be the better fit
Centry may be the better fit where the client needs human judgement on tax, wealth and cross-border decisions, not just data. Centry's software is built to support expert-led analysis, not to replace it.
Questions to consider
- Does your platform provide tax analysis, or just data?
- Who acts on the information the platform shows you?
- How are cross-border deadlines and rule changes tracked and escalated?
Important note
Website content is general information only. Personal tax advice requires a client engagement, review of the relevant facts and documents, and appropriate jurisdiction-specific analysis. This comparison is general information only and is framed around model fit. It is not tax, legal, investment or financial advice and does not claim that one model is best for every client. Where regulated investment advice or portfolio management is required, this is provided through our regulated partner Crito Capital, Empresa de Investimento, S.A., which is authorised and regulated by the CMVM in Portugal.