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IFA Tools

IFA Tools

Ascentric offers the following tools free of charge:

  • Morningstar ‘Licenced Tools’ including ‘Quick Rank’ and X-ray tools and fact sheets
  • Funds Library – fund factsheets, report and accounts and key features available in PDF format
  • Financial Express – price feeds and LSE fact sheets

We offer Financial Express Analytics and Morningstar Portfolio Builder at a discounted price (see links above).

Independent Edge's risk profiling and asset allocation tool, and access to their Virtual Investment Committee, is also available at discounted rates (see link above).

PlanLab provide a comprehensive and flexible range of financial planning, report-generating and cashflow management tools to IFAs, with Ascentric users receiving a discounted rate (see link above).