This sets out the important information about the legally binding relationship between you and us, and how we operate the Platform and your Client Portfolio.
Getting platform updates
We’re always looking for ways to improve your experience and so have a schedule of regular upgrades that we’ll keep you up to date with.
Your platform
No matter what your business objectives, your investment strategy or your client base we aim to give you the flexibility to build a client-centric proposition focused on holistic financial planning.
Supporting your proposition
Helping you create better client outcomes, whatever your investment philosophy:
1. Manage portfolios however you choose.
2. Benefit from our in-house trading capability.
3. We partner with best of breed tools and services.
4. Generate branded client reports.
Market leading asset, wrapper and DFM range
Over 3800 funds available
45 third party tax wrappers
Over 65 DFMs supported; and
Live intra-day access to over 600 Exchange Traded Instruments
Your platform for PROD and MiFID II
Our flexible investment options will help you deliver on the needs of your client segments under PROD.
And our client reporting functionality also supports a structured, documented process around your CIP or CRP.
Getting started
We’ve created some short guides for both you and your clients. From key information you should know about our platform, to useful documents to get yourself and your clients registered.
Service & support
We have a wide-range of training material on the platform which can be accessed by clicking on the 'Training and Support' icon within the platform. There’s a combination of videos and written guides to download.
More support
Key Documents
Before you’re registered we thought it would be useful to have a look at some key documents. You can find the rest of the documents on the platform itself, under the reference hub.
Terms
Terms of Business
This document sets out the terms for adviser firms using the Ascentric platform and provides important information about our respective rights and responsibilities.
Document Finder
Looking for something else? How to set up my firm on the platform you’ll be able to find it in our Document Finder or via the platform.