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.
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.
Read the case studyOther 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.
Read the case studyEnsuring that working with third-parties works for you
James Clark of Utmost Wealth explains the importance of working in partnership with a third party.