I'm using the new platform

If you're an adviser whose clients started to move to the new platform earlier this year, it's time to find out more about what happens next.

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

Or, for the quickest way to get started download your move checklist now.

Getting the best from your new platform

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Support materials

If you need a little help remembering your training, you'll find lots of useful guides in the new platform.


Go to the new platform 

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Find out what's changed

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

Download your what’s changed factsheet 

New literature suite

New literature suite

We've updated our suite of literature and redesigned our online client application process. So they're clearer, simpler and jargon-free.

Take a look 

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Using two platforms

Until the rest of your clients move, you'll be using both platforms - our support page has all the information on the best ways to do this.

Go to the support page

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.