Ascentric
HQ Address
Trimbridge House, Trim Street, Bath BA1 1HB, United Kingdom
Website Address
Business introduction
Award-winning financial wrap platform
It’s not our platform, it’s yours
From the very beginning we’ve been here to help Advisers build their business the way they want to.
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.
As an enabler for your business, we equip you with the tools to thrive, from access to the widest range of investments and tax wrappers, to technical and business consultancy from our in-house experts.
We create the best customer experience for your clients, so they’re satisfied that their money is in safe hands. This ranges from the simplest charges, to a branded platform tailored to your needs.
Ascentric Solutions
Ascentric
Breadth and depth The beauty of our open architecture platform is the way that it can flex to fit your business and deliver everything you and your clients need. Over 3800 funds available; 45 third party tax wrappers; Over 65 DFM’s supported; A broad range of tools and services; and Live intra-day access to over 600......
