Getting Started

We've pulled out some key areas which will help you get started on our platform. You'll find them on this page split down into information for yourself or your clients.

If you have any additional questions you'll find the best ways to contact us at the bottom of this page.

Adviser Information

Platform Overview

To help you get familiar with your new platform we've put together a short video highlighting the key areas and functionality of the platform.

Watch your platform overview

Training

We have a wide-range of training material on the platform which can be accessed by clicking on the 'Training and Support' icon within the platform. These guides contain videos and written guides which can be downloaded.

If you require additional training you can find out more on our Training and Support pages

Documents and Forms

We now host all of the Documents and Forms you'll need on the platform itself. You can access these by clicking on the 'Reference Hub' icon on the dashboard and then selecting 'Documents and Forms' from the sub-menu. 

Platform Updates

You can now find out all of the latest updates to the platform by clicking on the 'Platform Updates' icon from your dashboard. We update this area frequently to reflect news from Ascentric, industry events and new solutions we have added to the platform.

Information for your clients

Client Brochure

Help your clients build a better understanding of what Ascentric can offer for them along with how our platform can benefit you, by reading our client brochure.

 
  

Click here to view the client brochure

Private Investors

It's important that your clients understand how Ascentric and the platform function. To help you share this information we have put together a page which contains all of the information you need to know about us.

 

Read our Private investors page

Platform Client View

If you have agreed with your client for them to have access to the platform this video will help them understand what you are able to see within the client view, and how to get the most out of the platfrom.

 

Watch the client view video

Key documents

Terms

Terms
This document sets out the important information about the legally binding relationship between you and us, and how we operate the Platform and your Client Portfolio.

Click here to read the Terms

Terms of Business

Terms of Business
This document sets out the terms for firms using the Ascentric platform and provides important information about our respective rights and responsibilities.

Click here to read the Terms of Business

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.