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Home Platform Ascentric

Willingness to recommend

3.75/5

Based on 4 reviews

Value for money

3.5/5

Support

3.25/5

Integrations

3.25/5

Based on 4 reviews

The open architecture used in the Ascentric platform provides flexibility to fit the users business. Over 3800 funds are available with 45 third party tax wrappers. Over 65 DFM’s are supported along with a broad range of tools and services. The platform offers live intra-day access to over 600 Exchange Traded Instruments.

NextWealth view

We think Ascentric - part of Royal London since 2014 - has the potential to capture share but has ben quiet for some time. The platform has gone through a massive technology upgrade from proprietary software to Bravura Sonata. As a result they've not been front and centre in the market. The platform was a favourite among advisers that wanted a sophisticated investment proposition. Some of the bells and whistles were lost in the technology upgrade but the core platform is more stable and sets up the business for future growth. We think Ascentric will come out as a strong player for clients in retirement. Royal London has one of the most popular off-platform pension solutions recommended for advisers. As Ascentric becomes more integrated into the parent company, the opportunity is to offer an integrated solution to advised customers. Time will tell if they get their ducks in a row.

Ownership:
Wholly owned by Royal London, since 2014
Technology Partnerships:

Bravura Solutions (core platform technology)

Integrations

3.25/5
Based on 4 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

Prestwood:Truth

moneyinfo

Best Practice / Creative Technology

FigureOut (2plan)

MoneyHub

Adviser Office (IRESS)

CURO (Time4Advice)

Intelligent Office (Intelliflo)

Plum Software (Praemium)

True Potential

Xplan (Iress)

Morningstar

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Ascentric
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
Good functionality
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Fee reports are not good
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020

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