New options for cash management

Ring-fence cash in whatever way works for you and your clients:

Cover fees and charges
Set aside income and protect from rebalances

Or you can still use a model portfolio to automatically top up a cash account

The choice is yours.

See what's new

Your platform your way

Your advice

Your advice

 Access the widest range of investments and tax wrappers, as well as in-house stockbroking and technical and business consultancy from Ascentric experts.
 

Working with you

Your clients

Your clients

We believe the best advice comes without compromise which is why we want to support you to deliver your investment philosophy, while helping support your client relationships.
 

Working for your clients

Bespoke DFM

Bespoke DFM

Our wide range of investments and in-house stockbroking leave you to manage client assets in the most appropriate way for them.  Either as individual assets, models or bespoke DFM.
 

Discretionary Fund Managers

We’re committed to delivering a platform that puts you, your business and your clients first. We strive to demonstrate this in all aspects, from placing your first bit of business right through to helping you get the most out of the Platform.

We’re committed to delivering a platform that puts you, your business and your clients first. We strive to demonstrate this in all aspects, from placing your first bit of business right through to helping you get the most out of the Platform.

Rob Regan - CEO, Ascentric
Man happy about Ascentric's simple pricing structure

What we stand for

We are the only adviser platform to charge one single, easy-to-understand tariff.
 

 

See our pricing
Your investment strategy

Your investment strategy

Everyone's business proposition is different. You know that, we know that. You shouldn't have to compromise because of what your platform can provide.

 

Find out more

Who we are

What we stand for

What we stand for

We champion great quality financial planning and advice.

No matter what your business objectives, your investment strategy or your client base we aim to give you the flexibility to build a client-centric proposition focused on holistic financial planning. 

More about us
Royal London

Royal London

We’re proud to be a part of the Royal London family. One of the largest mutual life, pensions and investment companies in the UK, with Group funds under management of £117 billion, around 9 million policies and employs around 3,449 people. (Figures quoted are as at 30 June 2017).

More about Royal London
Contact 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

bdc@ascentric.co.uk

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.