About Us

Mycentsability is a purpose-built communication platform that helps financial advisors grow their business by facilitating better relationships with their clients, starting with the onboarding process and continuing through every phase of the client journey. 

We built Mycentsability based on decades of working with hundreds of financial advisors and identifying the biggest problems you face. Mycentsability grew from a genuine desire to support you in areas where we were told over and over that you need it: communicating with your clients to create better relationships so that you can generate opportunities in the right way.

We’re independent and that’s important.

We are not an off-shoot of a large industry player or carrier. We don’t have an ulterior motive. We look for problems so we can solve them – not so people are penalized. We believe in helping you build that better relationship between you and your client while protecting your business. 

If communication is king, we’re handing out the crowns by being current, consistent and compliant. The public side of Mycentsability ensures standardized and consistent conversations that meet regulatory and compliance needs and are available 24/7/365 for your clients’ convenience. Behind the scenes, you get access to workshops, resources and tools that support the foundations and growth of your business.