Insight

Insight, our proprietary investment platform, differentiates CenterState from other providers and platforms, and our continued investment in developing this technology confirms our commitment to this space.

The Key features and benefits include:

Secure Web Portal

Secure Web Portal

Ability to Retrieve Documents

Automated Deliverables

Automated Deliverables

Documents, Confirmations, Reports & More

Product Integration

Product Integration

Safekeeping Functionality

Data Retention

Data Retention

Retain Customer Data

Flexible Navigation

Flexible Navigation

Searchable Filters and Sort Functionality

SSAE 16

SSAE 16

Review of Platform