Supporting your proposition for clients

Helping you deliver options pre and at retirement as well as a truly intergenerational wealth solution.

Your proposition, your way

Flexibility to support you

You’re in control - Create models, select funds and make my own investment choices.

Outsource investment management - Focus on managing my clients using multi-asset options or DFM portfolios.

In-house dealing desk – Better value and savings for your client with more control over exactly when a buy or sell is placed.

two people having a meeting

Supporting your Centralised Investment and Retirement Propositions

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.

The choice is yours

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.

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.