Private client operating system
Structure for what matters most.
Sentrium is the CRM and workflow platform built for wealth managers and multi-family offices serving high-net-worth families across estate planning, wealth management, and business consulting. Structured client profiles, an entity and account register, and repeatable onboarding workflows - all in one system.
Encrypted in transit and at rest · row-level isolation per advisor · last-4 storage for sensitive identifiers
Client households
Individuals, relationships, contact details, service lines, and relationship notes in one profile.
Entity register
Trusts, LLCs, partnerships, and foundations with jurisdiction, formation date, and standing.
Account ledger
Custodial, trust, and operating accounts linked to the entity or individual that owns them.
Onboarding workflows
Entity and account onboarding checklists seeded automatically, plus tax, estate, and compliance work.
Built around how the work actually flows
- 01
Open the household
Capture the family, its principals, and the service lines you deliver.
- 02
Register the structure
Add each trust, LLC, or foundation, then the accounts beneath them.
- 03
Run the checklist
Start an onboarding workflow and the standard steps are created for you.