The Benefits to your Business
A flexible wrap platform developed with help from advisers, Ascentric delivers a number of benefits designed to empower your business and keep your clients happy. They include:
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lowering your operating costs, growing your revenues and reducing risk in your business
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evolving your business in line with the Retail Distribution Review (RDR)
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building effective investment strategies
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generating greater embedded value within your business
At the same time, your clients will benefit from:
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consolidating their investments in one user-friendly online service
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a significant reduction of administration and paperwork
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online access to their portfolio providing immediate valuations
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the ability to manage their portfolio interactively
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a single point of access to a range of (often discounted) investments and tax wrappers
Ascentric provides you with the tools you need to compete, comply and succeed in the most challenging of marketplaces, leaving you free to focus with confidence on growing your business and meeting your clients’ changing wealth management needs.
For more information please contact us on:
0845 600 5360