Wrap Platform for IFAs

By: Ascentric  25/02/2009
Keywords: fund managers, unit trusts, online investment

The Ascentric Wrap service provides online access to view, value and trade a comprehensive range of assets across a wide range of tax wrappers. With a choice of investment options, product and fund selection tools, information reports and client access levels, advisers are in total control of their clients' portfolios.

Ascentric is not tied to particular fund managers or product providers. We therefore offer unrivalled access to a series of tax wrappers to support holistic financial planning across an adviser's book of clients:

  • Retirement Planning - access to 20 SIPP and 5 SSAS partners
  • Inheritance and Tax Planning - access to 4 Offshore Bonds and 1 Onshore Bond
  • Individual Savings Account - through our in-house plan
  • General Investment Account - for unwrapped assets held outside of a tax wrapper

Keywords: fund managers, online investment, online portfolios, unit trusts