Security & privacy

Security for serious financial lives.

Centry handles sensitive tax, wealth, company, family and adviser information. The security model is designed for private wealth data, not generic consumer files.

How data is protected

Built around bank-grade security patterns.

01 / Security

Bank-grade security

Documents, records and sensitive client data are protected with encryption at rest and in transit.

02 / Location

Swiss infrastructure

Client data is stored on servers in Switzerland, supporting a privacy-first posture for sensitive wealth information.

03 / Permission

Controlled access

Role-based permissions limit who can view client information, with careful handling for sensitive activity.

Privacy posture

Your information is not training material.

Client data is not sent to public large language models or persisted with LLM providers. Our intelligent systems run inside controlled, permissioned workflows.

Private intelligence

No public LLMs can see your data.

Technology helps Centry move faster, but sensitive documents, structures and family information stay inside controlled, permissioned workflows.

01 / Workflows

Controlled systems

Information is processed through permissioned systems designed around private financial records.

02 / Review

Human checks

Wealth Engineers review outputs before recommendations or client-facing actions move forward.

03 / Sharing

Need-to-know access

Specialists are involved where needed, with information sharing limited to the work they need to complete.

Next step

Ask how Centry handles your information.

Book a consultation about your current setup, the data involved and the controls expected before anything sensitive is shared.