I'm not using the new platform yet

If you're an adviser whose clients have not yet moved to the new platform, it's time to find out how to get ready for your move.

The information below will help you with what you need to know and what you need to do to be prepared.

Get to know your new platform

We believe that technology should make life easier, enhance the way we communicate and improve the way we work together.

Take a look at this video to find out more about what the new platform can do.

Training and support on the new platform

Our team provide a complete training package to help you get up to speed on the new platform, with information on what it means for your business. The training is designed to help with your move to the new platform and we encourage you to watch this webinar to discover more.

We also have a full suite of user videos available here. These will also be available on the new platform when you move over, ensuring you're supported along the way. 

What's different on the new platform?

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What's changed?

What key changes to your business practices will the new platform trigger? Find out in this factsheet, based on feedback from users.

Download your what’s changed factsheet

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Training materials

The training materials are a great place to started learning about the new platform. 

Visit the training centre

New literature suite

New literature suite

We've updated our suite of literature and redesigned our online client application process. You'll find them clearer, simpler and jargon-free.

Take a look

SIPP – What’s changed?

SIPP – What’s changed?

Find out what you need to know about managing SIPPs on the new platform.

Download the factsheet

Haven't found what you're looking for?


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: customerservices@ascentric.co.uk

Tel: 0345 076 6140 

Your views

If there's anything about the new platform, or the process of moving, that 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.