Get the best from your platform

"Whether you’ve been with us a while and just need some help finding a document, some additional training or if you’re just getting started with us, we understand what you need to run your business, and service your clients effectively."

Lee Jones
Head of Customer experience

Getting started

Getting started on the platform

Getting started on a new platform can be a lengthy process for both you and your clients. To help you navigate through this process as easily and quickly as possible we have put together a few short guides for both you and your clients.

In these guides you'll find all of the key information which you should know about our platform, along with useful documents you'll need in order to be able to onboard yourself and your clients as easily as possible. We've also included your best points of contact if you have any additional questions.

Click the button below to view our support guides.

 

Getting Started
Getting Started

Getting Started

Ascentric consistently approaches decision making with the same mind-set as us, putting the customer first

Paul Blight – Carrick Financial Management

Getting to know the new platform

Replatforming support

We've recently upgraded our platform technology. It should look and feel familar to you, but if you're having issues with it we've created these support pages for you.

Replatforming support

Platform Training Consultants

We run online and in-person training sessions to help you get the most out of our platform. If you're interested in finding out more about our training click the button below.

Your training

Documents & Regulatory Support

Old platform documents

If you still have clients on the old platform you can get blank documents and forms for them from the Reference Hub on the old platform.

For clients which have migrated, you'll be able to find all of the new documents and forms on the platform under the Reference Hub.

To find out more about getting started with Ascentric click here to visit our Document and Forms section.

Documents and Forms

Regulatory Support

We've written support guides to help you navigate and understand the new regulations which have recently been implemented.

These include explanations, checklists and outlines of key aspects.

 

 

View support
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.