I'm a Discretionary Fund Manager

Welcome to our Discretionary Fund Manager (DFM) new platform homepage. Here you will find everything you need to know to make the most of the new platform.

The story so far

In April we completed the first phase of our move to the new platform, successfully migrating part of our asset under administration. We deliberately took a phased approach so that we could manage the move in a controlled manner.

The technology is live and DFMs and advisers are now using the new platform. There have been some challenges along the way, as you'd expect with a project of this size, but with the help of our customers we've embedded the new platform. It's stable and we're in a good place to start preparing for the next move.

If you're curious to see what the new platform is like, take a look at this video. 

What happens next?

If you already manage clients on the new platform

The next move: 

  • Will see clients or family groups with an Ascentric SIPP/IFDL SIPP, along with clients or family groups with some more complex products (such as selected corporate, charity and trust accounts), move to the new platform.
  • We've let advisers know about about the next stage of the move and we'll be notifying clients in writing nearer the time.

If you don't manage clients on the new platform yet

The next move:

  • Will see your clients move to the new platform.We will be writing to notify these clients and we have also let advisers know about this.
  • You'll need to use a different URL to access the new platform. We'll let you know when it's time to activate your login details. 
  • You'll see some changes on the new platform and we'll provide more information on this nearer the time. 

What do you need to do?

Check you know your login

The first time you log in to the new platform you active your new details using your old platform details. Make sure you know them before the move. 

If you are not sure what your login details are then contact us now to make sure things run smoothly.

Stay up to date with emails

We'll be providing regular updates by email along the way, so make sure you keep an eye out for them. 

Find out what's different

As a DFM, there are a number of changes you should be aware of when using the new platform. 

Find out what's changed on the new platform

If you currently use both platforms

For the time being you'll need to continue maintaining your models on both platforms. But when all your clients are on the new platform you'll be able to stop using the old one. 

Haven't found what you're looking for?

Q&As

You’ve probably got lots of questions to ask us and we’ve listed the most frequent ones here.

Read our Q&As

Contact us

We realise you might need a helping hand through this transition. If you have any questions contact us:

Email: investmentpartnerships@ascentric.co.uk

Tel: 01225 787567

Your views

If there's anything about the new platform you think we should know please send feedback to:


Email: tellus@ascentric.co.uk

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.