a pioneering NEW tool for the financial services industry

Centerline drives deeper engagement with the next generation of clients, helping them to optimize returns across Mind, Body and Balance Sheet™.

See it in action

Welcome to THE
EVOLUTION OF
FINANCIAL
PLANNING

50 years in the making
The Now

Behavioral Finance

Individuals are susceptible to prospect theory and systematic cognitive biases, such as overconfidence, loss aversion and herding behavior.

The FUTURE

Psychophysiological Finance TM

An extension of Psychophysiological Economics, recognising that financial behavior is also influenced by physiological responses to distress through the peripheral nervous system.

Adapting to ever changing needs of the future

Clients of the financial services industry are increasingly looking for more than just financial returns and managing debt. Wanting to be able to enjoy their lives NOW rather than just saving it all for their retirement in 30-40 year's time.

Hyper goal-oriented, they actively seek financial planners who can unlock the potential of their capital today to pursue self-improvement.

If they wanted generic advice, they would seek it out from fintech. But they want personalized insight...
They want a

wellness
engineer

An advisor who understands their situation and through empathy and insight, provides meaningful advice across all areas of their lives.
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REAL TIME DATA

Centerline brings psychophysiological finance to the forefront, driving deeper engagement and connection with your clients. By integrating data collected from wearable smart device’s we help you understand what is influencing their financial decision making. These data insights empower you provide more meaningful holistic advice.

WEARABLE INTERGRATION

As clients go about their daily lives, we monitor their peripheral nervous system and send the data to our advanced AI system. This system keeps both you and the client informed about how far they are from their centerline, without distraction or interruption.

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COMPREHENSIVE DASHBOARDS

Through the Centerline dashboard, you can easily track your clients' condition and identify areas that need improvement. Here you can review the recommended behavioral prescriptions provided by Centerline's advanced AI Intelligent Wellness system, to inform your advice to your clients. These prescriptions can be efficiently delivered and managed via the dashboard, streamlining client touchpoints, and guiding them effortlessly back to their Centerline.

BE THE FIRST TO TRY IT

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