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.
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
And your Platform Adoption team will still be there for you. We’ll check in three months after you’ve joined and we’ll support with any platform training you need in future
As you get set up
The Platform Adoption team will make sure you have everything you need as you get set up. In the meantime, you may find these links useful:
Due diligence information
To answer any questions you may have, check out the due diligence document
Key platform benefits
For facts and information about what Ascentric can offer you, download the key benefits document
Support for your clients
Visit the dedicated client webpages to see what’s available for your clients or take a look at the client brochure
Terms of business
The Terms for firms using the platform provide important information about our respective rights and responsibilities
Not what you’re looking for?
For more information, check out the document finder
Want to know more?
Meet the team
The Platform Adoption team are responsible for understanding your business’ needs.
Get in touch
To speak to the Platform Adoption Team, drop us an email or request a call.
Collaborative culture
Our watchwords are collaboration and ownership. It’s how we work with you.