Lead with a platform your clients actually want. A dedicated partner portal, a live customer roster, and co-branding down to every workspace — so you look ahead of the curve, not behind it.
A dedicated console with a live roster of your customers and drill-down into each account — reading real tenant data, not a spreadsheet.
Your logo and colors flow Platform → Partner → Workspace → User, alongside CentraView's, all the way to a customer's help-center portal.
Roles, branding, languages, and an audit trail — riding the same cascade machinery your customers use, so there's nothing new to learn.
Built-in support for house vs. partner-owned accounts, so the platform knows who owns each relationship from day one.
Get a partner tenant, enablement for your team, and a direct line to our channel desk while we open the program.
Stand up branded workspaces from your portal, then let the AI assistant help configure each one around the client's data.
Manage every customer from one roster, with per-account visibility and administration — and expand as they do.
We're running CentraView internally first (dogfood), and self-serve customer provisioning and commission tooling are actively being built. Partner onboarding today is hands-on with our team — which means you help shape the program. Bring us your pipeline and we'll be honest about what's ready now vs. next.
Tell us about your practice and the clients you serve. We'll set you up with a partner tenant and walk you through the portal.