Bank-grade security
Documents, records and sensitive client data are protected with encryption at rest and in transit.
Centry handles sensitive tax, wealth, company, family and adviser information. The security model is designed for private wealth data, not generic consumer files.
Documents, records and sensitive client data are protected with encryption at rest and in transit.
Client data is stored on servers in Switzerland, supporting a privacy-first posture for sensitive wealth information.
Role-based permissions limit who can view client information, with careful handling for sensitive activity.
Client data is not sent to public large language models or persisted with LLM providers. Our intelligent systems run inside controlled, permissioned workflows.
Technology helps Centry move faster, but sensitive documents, structures and family information stay inside controlled, permissioned workflows.
Information is processed through permissioned systems designed around private financial records.
Wealth Engineers review outputs before recommendations or client-facing actions move forward.
Specialists are involved where needed, with information sharing limited to the work they need to complete.
Book a consultation about your current setup, the data involved and the controls expected before anything sensitive is shared.