Getting started with Your Platform

Thinking about joining Ascentric or already signing up? Here’s what you can expect as you get started on the platform.

Take the platform tour

Take a virtual tour of the platform – we think you’ll find it easy to use, to help you deliver great client outcomes.

Getting started with the platform

The Platform Adoption team is on hand to set you up on the platform. So you’ll be supported, every step of the way.

 

“We cannot speak more highly of our experience of the platform to date. The Adoption team have been coordinated, efficient and they have delivered on what they promised. Communication is constant and a team member is always on hand to answer a query. We welcome the platform developments in the pipeline to allow further efficiencies and we look forward to strengthening our relationship going forward.”

Tom Poynton, Executive Director, Baron & Grant Investment Limited

 

Our commitment to you

We’ll work with you, to fully understand your needs and help you get the best out of the platform. This means:
 

As you get set up, you’ll have a dedicated, proactive Platform Adoption Consultant who’ll help you, every step of the way.

They’ll organise bespoke platform training to meet your needs, in a way that works for you.

Your contact will introduce you to a Customer Service colleague when you’re ready to set your clients up on the platform. They’ll take care of your first applications.

Once you’re confident using the platform, we’ll put you in touch with your ongoing key contacts in the Customer Service team. They’ll support you with day-to-day queries.

Your Platform Adoption team will still be there for you. We’ll keep in regular contact after you’ve joined, providing support with any platform training you need in the future.

 

“We joined the Ascentric Platform nearly a year ago, and we’ve been looked after by the team from day one. We had training on how to use the platform and there was a weekly timetable for our induction programme. The service from when we first started to now has been amazing - we have a team on hand that respond to our everyday needs and are only an email or phone call away. We can create our own model portfolios, sell and buy and feel confident we have a platform we’ll continue using for our clients for years to come.”

Sanjeev Kumar, Office Manager, Alterno Wealth

 

Want to know more?
 

Meet the team

The Platform Adoption team are responsible for understanding your business’ needs.

Meet the team

Hear from our customers

What’s it like, working with us? We asked a few of our firms to share their experiences.

 

Watch the clips

Collaborative culture

Our watchwords are collaboration and ownership. It’s how we work with you.

Find out more

Key Resources

Whatever you want to know about Ascentric, this is the place to find it.

Go to Key Resources

Ascentric is a trading name of Investment Funds Direct Limited (IFDL), registered in England and Wales number 1610781. IFDL is authorised and regulated by the Financial Conduct Authority No.114432. Head office: Trimbridge House, Trim Street, Bath BA1 1HB.