A group of specialist businesses
where the bottom line is always
financial sense.

We provide investment administration and consolidation services to financial advisers through our online service, the Ascentric Wrap, and to large distributors and product providers seeking a bespoke white label solution through Investment Fundsdirect Limited (IFDL).

The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their financial adviser.

Our goal is to be the independent wrap platform of choice by offering a Retail Distribution Review (RDR) compliant technology solution that can be tailored to the needs of adviser firms and their customers. We strive to achieve this by constantly listening to our clients, by focusing on service delivery and by constantly improving the breadth and depth of our platform proposition.

Key Products

Ascentric is not tied to particular fund managers or product providers. This means we can offer unrivalled access to a series of tax wrappers designed to support a holistic approach to financial planning, covering:

• Retirement Planning – with access to a large number of SIPP and SSAS partners including our in-house SIPP, Ascentric Pension Account
• Inheritance and Tax Planning – through Onshore and Offshore Bonds
• Individual Savings Account
• General Investment Account – for unwrapped assets held outside a tax wrapper

These tax wrappers (subject to certain product partner restrictions) have access to a whole of market fund range (around 3,000) and structured products in addition to securities provided by the London Stock Exchange and other stock exchanges, including ETFs (Exchange Traded Funds), Investment Trusts, Venture Capital Trusts, Bonds, Gilts and Cash.

Fundsdirect fund supermarket provides customers with access to around 2,000 funds.

Fundsdirect

Fundsdirect offers a wrap platform for use by IFAs and their clients through the Ascentric brand and a fund supermarket direct to the end customer via Fundsdirect. A 'wrap' platform is a service used by IFAs to view, value and trade clients' investment portfolios.

Key Products:

Ascentric Wrap platform provides access to:

• An extensive range of tax wrappers including ISA, SIPP, SSAS, Offshore and Onshore Bond providers as well as our in-house SIPP, the Ascentric Pension Account
• Whole of market fund range including 3,000 funds and wide range of securities including ETFs (Exchange Traded Funds), Investment Trusts, Bonds, Gilts and Cash
• White Label services for IFAs that require a bespoke branded solution

Fundsdirect fund supermarket provides customers with access to around 1,500 funds.