Improvements to your platform: June Upgrade

We’ve made some more changes to the platform to enhance your overall experience.

We've improved our processes to improve speed, accuracy and efficiency

  • We've improved the way we record internal transfers between the same owners' accounts or between spouses. This will improve how book costs are recorded. 

  • You should notice an improved experience for:
    • managing fees and charges
    • SIPP payroll and reporting
    • dealing and regulatory reporting 

If you have any questions please get in touch with your Business Development Manager or email us.

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

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.