Supporting your client proposition
A platform to support you, your clients and their families throughout their financial journey. Helping you deliver options pre and at retirement as well as a truly intergenerational wealth solution.
Your proposition, your way
Flexibility to support your investment strategy
- Creating your own models and selecting your own funds;
- Using multi-asset or outsourced investment management; or
- Working with a trusted DFM
We have the breadth of choice and flexibility to suit you and your clients.
Your choice
Helping deliver your investment proposition
Family linking
Family groups: including spouse/civil partner, children, parents, grandparents and grandchildren
- Client portfolio values are consolidated to calculate the Group Annual Platform Charge (see our Charges Document) and charges applied proportionately
- Self-serve valuation reports are available per family group
- Advisers can view a summary of all their family groups, including individual members.
Retirement Planning
Flexibility of choice on products, funds and portfolio construction Ascentric can support your choice:
- Pre and post retirement
- Income sources
- Flexible withdrawal options and sequencing risk
- Cash management - availability and product options
Cash management
Ring-fence cash in whatever way works for you and your clients
- Cover fees and charges by setting aside cash, rather than including it in a model portfolio
- Allocate income payments and protect from rebalances
- Or, you can still use model portfolio to automatically top up a cash account.
You define what's important
Collaborative service and adviser support puts your needs first. From the very outset.
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We'll get to know what activities you do differently and work together to meet these needs.
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Your own dedicated point of contact will manage a seamless end-to-end service and build a strong relationship with you.
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Adviser feedback is constantly gathered to inform and influence our decision making and developments.
