What's available on your platform?

We provide access to a market leading range of assets including:

  • Funds;
  • ETFs;
  • Investment trusts;
  • Equities;
  • Bonds;
  • Structured products;

as well as tax wrappers to suit your clients' financial planning needs, whatever their financial goals.

Managing your investment proposition your way

By providing access to a wide range of asset types such as Funds, ETFs, VCTs, Investment Trusts and Equities, our platform enables you to create bespoke portfolios to meet the individual needs specific to each of your clients. 

Our simple to use model portfolio functionality provides access to the same wide range of assets, whilst also allowing you to manage multiple clients holdings efficiently and in one place.

We can provide access to over 80 Discretionary Fund Manager propositions, who have the ability to work on a model or bespoke portfolio basis. This means that when you choose to  utilise third party investment expertise, you can select the approach that best fits with your business and the needs of your clients.

If there is a DFM you would like to use that is not currently available via the platform then we will endeavour to add them, just let us know!

In-house tax wrappers

  • Our tax efficient wrapper allows you to make both regular and lump sum payments whether it’s a new account, or a transfer in;
  • Transfer in cash or in specie;
  • Option to choose when and how you take income (including natural income);
  • Our Bed and ISA service enables you to subscribe straight from your General Investment Account to optimise tax efficiency; and
  • Take platform & adviser charges on the ISA account from the General Investment Account where available.
  • Gives your client access to a wide selection of investments; and
  • Trust, corporate and charity accounts are available.
  • Make regular or lump sum member and employer contributions, we will add basic tax relief to any member contributions.
  • Transfer-in cash or re-register assets whether in accumulation or drawdown.
  • Everything is included in the price; you can include all of the options you need without paying any additional charges; and
  • Options include the ability to take Flexi Access Drawdown and Uncrystallised Fund Pension Lump Sum.
  • Provides a tax efficient investment for the benefit of a child;
  • Allows up to the Junior ISA subscription limit to be invested each year until the child reaches 18;
  • Include as part of family groups, allowing you to manage all family members as a group;
  • Provides a wide range of investment options, including equities, bonds, unit trusts, open ended investment companies (OEICs) and other investment schemes; and
  • Receive a transfer from a previous Cash or Stocks and Shares Junior ISA or Child Trust Fund.

Third party product wrappers

We recognise that sometimes you want more than the standard product offering. If your needs and those of your clients are a little more sophisticated, we’ve partnered with leading providers in key areas, enabling you to tailor the service you provide safe in the knowledge that we can meet those demands. This includes:

  • Onshore bonds;
  • Offshore bonds;
  • SIPPs; and
  • SSAS.

These products will incur additional charges by the third party provider. See our Product Partner page for more information.

Tools and services

Whether you want to analyse your clients’ portfolios on the platform, or you have a preferred solution to utilise your client data in another way, we have a range of solutions available to help you manage your investments your way.

The Ascentric Fund Research Centre gives you access to a wealth of information and tools to support the advice process, including:

  • Fund Comparison - compare the key features of funds, including costs and asset allocation;
  • Panel Manager - create a shortlist of preferred funds;
  • Portfolio Builder - create and save portfolios of funds. Portfolios can be interrogated using the ‘X-Ray’ functionality to review the underlying assets of the portfolio, for example asset type and geographical exposure. Can be used in conjunction with Panel Manager;
  • Wrap Charges Calculator - a simple, holistic summary of the potential cost for multiple wrappers including Platform, Product, Fund, DFM and Adviser charges. This feature is integrated with both Panel Manager and Portfolio Builder;
  • Income Forecaster toolprovide your clients with an indicative view of the income that a portfolio may produce over the course of a year; and
  • A library of fund documentation, including Adviser and Client facing Fund Manager factsheets, interactive factsheets and Key Investor Information Documents (KIIDs).

This integrated tool allows you and your clients to review the underlying holdings within a single product or a client’s total portfolio.

Where an Adviser holds a licence, we provide an integration to export the holdings details directly into FE Analytics for interrogation.

We offer daily bulk valuation integrations with the following Adviser back office systems and tools:

  • Adviser Office (IRESS);
  • Assyst Software;
  • Curo (Time4Advice);
  • Durell;
  • Enable (Best Practice);
  • Fastrak (Sprint);
  • Figure Out (2Plan);
  • Intelligent Office (Intelliflo);
  • JCS;
  • Money Info (Sammedia);
  • Plum;
  • Prestwood;
  • True Potential; and
  • X Plan (IRESS).

Provide your clients with an indicative view of the income that a portfolio may produce over the course of a year.

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.