Getting started

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.

Curious to see more of the platform in action? Visit the training centre

Meet the Platform Adoption Team

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.

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 Management Limited
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.

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

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

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

adoption@ascentric.co.uk

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.