Supporting your client proposition

A platform to support you, your clients and their families throughout their financial journey. Helping you deliver options pre and at retirement as well as a truly intergenerational wealth solution.

Your proposition, your way
 

Flexibility to support your investment strategy

  • 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

Helping deliver your investment proposition
 

Family linking

Family groups: including spouse/civil partner, children, parents, grandparents and grandchildren

  • Client portfolio values  are consolidated to calculate the Group Annual Platform Charge (see our Charges Document) and charges applied proportionately
  • Self-serve valuation reports are available per family group
  • Advisers can view a summary of all their family groups, including individual members.

Retirement Planning

Flexibility of choice on products, funds and portfolio construction Ascentric can support your choice:

  • Pre and post retirement
  • Income sources
  • Flexible withdrawal options and sequencing risk
  • Cash management - availability and product options
     
View our retirement hub

Cash management

Ring-fence cash in whatever way works for you and your clients

  • Cover fees and charges by setting aside cash, rather than including it in a model portfolio
  • Allocate income payments and protect from rebalances
  • Or, you can still use model portfolio to automatically top up a cash account.
The choice is yours

You define what’s important
 

We'll get to know what activities you do differently and work together to meet these needs.

Your own dedicated point of contact will manage a seamless end-to-end service and build a strong relationship with you.

Adviser feedback is constantly gathered to inform and influence our decision making and developments.

A reliable and robust partner