Your training centre

All your essential learning materials in one spot. From videos to useful guides, we have the most common actions carried out on the platform covered in our training materials.

Getting started

Helping you to get new clients set up on the platform.

Quoting and research tools

Helpful tools for planning your clients' investments. Scroll through the videos using the red arrows to learn more.

Trading (non-model portfolios)

Buying and selling assets on a bespoke basis.

Model portfolios

Using Model Portfolios to manage your clients' investments.
 

Corporate actions

Managing corporate actions on the new platform.
 

Resource centre

 

Register for training

Send us your name and contact details and we’ll be in touch to arrange training.

Book training

Key Resources

Whatever you want to know about Ascentric, this is the place you’ll find it. 

Access Key Resources