PerCentric by TFS is a secure, multi-tenant capital and investment operations platform built for modern finance teams. From onboarding clients to managing capital, closings, transfers, rollovers, and withdrawals — everything lives in one place. Built-in audit trails and reporting give stakeholders clarity at every step, while role-based access keeps sensitive data protected. Whether your team works on web or mobile, PerCentric streamlines day-to-day investment workflows so operations stay fast, accurate, and compliant.