A smooth change

Making sure the switch from one platform to another is as smooth as possible for you and your clients is paramount. So we are putting in place a phased plan to manage the rollout and guide you through the change.

A phased rollout: What it means in practice

It means…

  • We will phase the move to the new platform so we can manage the migration in a careful and controlled way.
  • We will split the migration by product.  We will initially go live with selected advisers who have a reasonable number of ISA / GIA and third party product clients.
  • Clients or family groups with an Ascentric SIPP will follow in a later release as will some more complex products such as selected corporate, charity and trust accounts.
  • There will be a period when those advisers selected for release 1 will use both the existing and new platforms. This will stop once all the adviser’s clients are migrated in the later release.
  • At no point will any client or family group be on both platforms.

  

 

 

Read more about the phased roll out
Lady planning Ascentric's roll out plans for the new platform

What this means for you

Because we are taking a phased, controlled approach to migrating clients to the new platform, a number of clients and advisers will remain with the current platform until a later release.

We will actively contact you when your clients are due to migrate. If you don’t hear from us, don’t worry; we will be in contact at the right time, giving you plenty of notice. 

Getting to know your new platform

We believe that technology should make life easier and enhance the way we communicate and improve the way we work together.

This is why we have built our new platform solution in collaboration with the people who rely on it the most. You.

Now you can find out more about the platform by watching this video.

Call our sales team

The Ascentric Wrap platform is available for Financial Advisers to support their business. Find out how we could help add more value for your clients

01225 787 575

We're here to help

If you're already using our platform and have a question, please visit our Contact Us page for the best ways to get in touch.