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:

  • lowering your operating costs, growing your revenues and reducing risk in your business
  • evolving your business in line with the Retail Distribution Review (RDR)
  • building effective investment strategies
  • generating greater embedded value within your business

 

At the same time, your clients will benefit from:

  • consolidating their investments in one user-friendly online service
  • a significant reduction of administration and paperwork
  • online access to their portfolio providing immediate valuations
  • the ability to manage their portfolio interactively
  • 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

All the latest financial news

  • Citywire - 29/03/12

    Ascentric boosts Royal London results

    Royal London's wrap platform Ascentric has outperformed the insurance giant's other businesses with a 50% increase in assets under administration...

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  • IFAOnline - 19/03/12

    Barclays launches model portfolios on Ascentric

    Barclays wealth and investment management business has launched a range of five risk-rated model portfolios

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  • IFAonline - 14/03/2012

    Ascentric assets top £4bn for first time

    Ascentric has broken the £4bn assets under administration (AUA) barrier as the Royal London-owned wrap nears 12 months of sustained profitability.

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  • IFAonline - 2/03/12

    Ascentric establishes IFA focus groups

    Ascentric is establishing a series of IFA focus groups to provide it with feedback on propositional and service developments. Read more: http://ww

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  • IFAonline - 7/02/12

    Ascentric welcomes 230 adviser firms as sales rise 8%

    Ascentric saw net new assets rise 8% in 2011 after 226 extra adviser firms signed up to the Royal London-owned Wrap.

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  • MoneyMarketing 9/01/12

    Ascentric appoints sales and marketing director

    Ascentric has appointed Mike Morrow as sales and marketing director.

    Read More

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