Trusted by
Asset Owners & Allocators
CENTRL provides institutional investors, wealth managers, and consultants with a purpose-built AI platform to automate their manager research, diligence, and reporting. CENTRL enables research teams to automate their data collection, manager screening, diligence, and reporting, supporting better decision-making and deeper oversight.
Use Cases:
- Investment Due Diligence & Research
- Operation Due Diligence
- Subadvisor Oversight
- Vendor Risk Management
Asset Managers
CENTRL helps traditional and alternative asset managers to centralize content, collaborate seamlessly, and auto-populate responses to RFPs, DDQs, and investor requests. With its domain-trained model, the CENTRL platform is purpose-built for the investment industry, delivering greater accuracy and customizable workflows.
Use Cases:
Banks
Diligence & Network teams within Securities Services, Global Custody, and Depositary groups are leveraging the CENTRL platform to automate their oversight of third parties, including agent and correspondent banks, fund managers, and service providers. CENTRL’s modular platform enables clients to centralize partner data, automate diligence, manage account workflows, and monitor spending. Some of the largest global banks use the CENTRL platform as their core operating system for managing third-party relationships at scale.
Use Cases:
- Third Party Relationship Inventory
- Third Party Due Diligence
- Account Management Workflows
- Cost Management
Service Providers
CENTRL provides service providers, including technology companies, service and transaction firms, with solutions for responding to incoming DDQs and RFPs as well as for managing their own vendors.
Use Cases:
Featured Insights
CENTRL Launches CentrlX, a New Agentic Platform for Automating Manager Research and Investor Relations Workflows
CentrlX is a first-of-its-kind agentic platform purpose-built for investment firms, automating business processes through expertly curated agentic workflows, pre-built industry integrations, and enterprise-grade governance controls.
Centrl Team
Jun 9, 2026
3 min read
ODD 3.0: From Periodic Reviews to Continuous Intelligence
ODD 3.0 marks a shift from periodic, questionnaire-driven reviews to a continuous, data-driven approach that reflects the dynamic nature of risk and rapidly changing information. By leveraging broader data sources and AI-powered platforms, firms can move from reactive assessments to proactive, real-time risk intelligence and oversight.
Scott Decker
May 6, 2026
3 min read
From Tasks to Intelligence: How Agentic AI and Integrated Data Are Redefining Workflows in Asset Management
Asset managers are moving beyond task-based AI toward agentic, workflow-driven AI that continuously operates across due diligence, investor communications, and reporting processes. By integrating real-time data sources like CRMs and document systems, firms can transform static workflows into intelligent, connected ecosystems that improve accuracy, scalability, and operational efficiency.
Dave Paolisso
May 12, 2026
4 min read