CenTrue Private Bank works closely with the professionals responsible for safeguarding the wealth of others. Our platform supports law firms, corporate service providers, and fiduciary managers overseeing complex financial structures.
CenTrue Private Bank works closely with the professionals responsible for safeguarding the wealth of others. Our platform supports law firms, corporate service providers, and fiduciary managers overseeing complex financial structures.
Through an entity-first architecture, trusts, foundations, and special purpose vehicles can be administered through a single professional gateway—providing clear oversight while maintaining strict separation between mandates.
This approach allows fiduciaries to manage multi-jurisdictional portfolios with greater transparency, efficiency, and operational control.
Centralized oversight for portfolios and entities operating across multiple jurisdictions.
Clear separation of mandates with full audit transparency and asset protection.
Secure connectivity enabling structured reporting and institutional data exchange.
Advanced compliance tools designed to reduce administrative burden for fiduciary teams.
Position, valuation and transaction reporting per entity and consolidated across a book of entities, exportable as PDF and CSV for onward reporting to your own clients and auditors.
Scheduled statement delivery to a nominated secure endpoint, so entity data reaches your practice-management system without manual re-keying.
Access is granted per entity and per person, at view, instruct or authorise level. Every grant, view and authorisation is recorded in an audit trail your compliance team can retrieve.
Firms are onboarded once, at the practice level. Diligence is performed on the firm and its principals, after which individual entities are added under that relationship rather than opened from scratch.
Firms acting for clients should contact us through the introduction form, selecting “Trust, estate & fiduciary services”. Entity structures and reporting requirements are discussed before any application is made.
CenTrue Private Bank operates on a strictly referral-based model.
Prospective clients may request an introduction through their professional
advisors or existing clients.