Getting started

We've pulled out some key areas which will help you get started on our platform. You'll find them on this page split down into information for yourself or your clients.

If you need anything else or can’t find what you’re looking for you'll find the best ways to contact us at the bottom of this page.

Adviser information

Platform overview

To help you get familiar with your platform we've put together short videos and guides to highlight key areas and functionality of the platform.
 

Visit the Training Centre

Key documents

We now host all of the documents and forms you'll need on the platform. You can access these by clicking on the 'Reference Hub' icon on the dashboard and then selecting 'Documents and Forms' from the sub-menu.

Log in to the platform

Platform updates

You can now find out all of the latest updates to the platform by clicking on the 'Platform Updates' icon from your dashboard. We update this area frequently to reflect new solutions we have added to the platform.

Log in to the platform

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.