Case Studies

Our clients are achieving great things using the Ascentric platform, read what they are doing in our latest case studies.

Latest case studies

Ascentric's Platform Consulting Team

Alan Boswell & Company Ltd. discuss their recent experience of working with our Platform Consulting team.

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The waterfall report - why can't all platforms do this?

Nick Bamford, Financial Planner at Informed Choice, explains how the waterfall report is helping his clients make better decisions.

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Other case studies

The importance of personal relationships

Trevor Jackson from Premier Financial Management about his move to the Ascentric Platform, the key factors in his decision making process & what it’s like to work with us.

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Ensuring that working with third-parties works for you

James Clark of Utmost Wealth explains the importance of working in partnership with a third party.

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