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Ascentric

The Ascentric wrap is dedicated to empowering advisers to manage wealth. It enables advisers to view, hold and trade their clients’ investments online. Advisers and their clients can access a wide range of wrappers and a large investment range on the platform.

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Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPS Junior Pensions & SIPPS Onshore bonds Offshore bonds Other
SSAS, QROPS, MIP, Structured Products

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
Research, Tools and Information
Data + Tools
Ascentric Fund Research Centre, portfolio builder and management, fund comparison and shortlist, FE analysis, X-ray tools, fund factsheet and various 3rd party intergrated tools.

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
0-£999,999 0.30% (£15 min charge per month)
£1,000,000 - £2,999,999 0.10%
£3,000,000 - £4,999,999 0.06%
£5,000,000 + Available on request

Compare the Platform Says

Products & Wrappers Investments Research & Guidance Charges OVERALL SERVICE
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