Working with you

Supporting your business, investment philosophy and your client relationships

What you get

Support to build a client-centric proposition that’s based on individual suitability
 

Your platform

Powered by Bravura and our own front office. Enabling us to mould and develop the best platform for you.

The platform

Your brand

Our branding service allows you to customise the platform as your own, helping you to connect with your clients.

Our branding service

In house trading desk

We can control when orders are placed, securing the best possible price and a better deal for your clients.

Our stockbroking service

Your proposition, your way
 

Flexibility to support you

  • Creating your own models and selecting your own funds;
  • Using multi-asset or outsourced investment management; or
  • Working with a trusted DFM

We have the breadth of choice and flexibility to suit you and your clients.

Your choice

What your clients need to know about Ascentric

We support your relationship with your clients which is why we’ve created some helpful information, about Ascentric, for you to share with them or to direct them to on a dedicated website.

We’ll let them know about our simple pricing and some of the reasons you might have chosen to use Ascentric to help you manage their investments online.

See our client pages

Working in partnership
 

Discretionary fund manager

You can choose from an extensive range of Discretionary fund managers (DFMs) to manage your client portfolios on the platform. If your preferred DFM isn’t on the list please get in contact.

List of DFMs

Product providers

Our unbiased approach to products gives you access to a growing number of third party products, including Onshore Bonds, Offshore Bonds, SIPPs and SSASs in addition.

List of Product providers

Integrations

We integrate with a wide range of popular back office systems to help reduce your admin time.

 

View our integrations