New platform support centre

If you recently received a letter from us saying that your Terms and Conditions are changing, your Account may now be supported by new improved technology. This will be confirmed in your valuation statement.

If you’re an online user whose Terms have changed, you can now enjoy the benefits of this technology upgrade. To help you get started here are a few bits and pieces to  get the best out of your new platform.

Accessing your new platform

If you’re logging in for the first time, you’ll need to activate your account. To help you through this process and answer any questions you may have, we’ve created a short guide to getting started.

Setting up your new login – Download the guide

Discover your new platform

See for yourself how to find your way around with this 5 minute navigation overview. See what your new platform can do including how to:-

  • produce top ten holding analysis
  • access transactional data
  • view quarterly statements

 

So the only thing left to give you is access to the new platform, we hope you enjoy it.

Access the new platform

If you don’t yet have access to the new platform, you’ll be moved across later this year - we’ll give you notice before this happens.

Call our sales team

The Ascentric Wrap platform is available for Financial Advisers to support their business. Find out how we could help add more value for your clients

01225 787 575

We're here to help

If you're already using our platform and have a question, please visit our Contact Us page for the best ways to get in touch.