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.
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.
Want to know more?
Meet the team
The Platform Adoption team are responsible for understanding your business’ needs.
Collaborative culture
Our watchwords are collaboration and ownership. It’s how we work with you.
Key Resources
Whatever you want to know about Ascentric, this is the place to find it