Working with you

Supporting your business, investment philosophy and your client relationships

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
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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


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



View our integrations
Contact 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

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.