The aim of the Open Day is to give advisers using Ascentric the opportunity to see first-hand how their wrap platform operates and to meet many of the staff they deal with on a daily basis.
As part of the Open Day, Ascentric users will be able to meet senior managers, see the company’s latest technology developments and be taken on a tour of the business that will highlight many of the administration processes undertaken by the platform.
The Open Day forms part of the Ascentric Client Programme designed to make the platform more accessible to its users and put in place mechanisms, such as the recently announced Focus Groups, for advisers to help shape and drive the platform’s current and future technology developments.
Commenting on the launch of the Ascentric Open Day, Mike Morrow, Ascentric’s sales & marketing director, said, “How a platform operates can be something of a dark art for advisers. We want to throw open our doors to Ascentric users so that they can gain a real insight into how we operate and understand what we do with their client money. As one of the few platforms that manage the end to end administration of client assets under one roof, we can deliver this.
“The Open Day can also play an important part in our users’ due diligence process, as it gives them the opportunity to review us in person and ensure we continue to remain suitable for their clients both now and in the future.”
Ascentric and Fundsdirect are the trading names of Investment Funds Direct Limited (IFDL). Investment Funds Direct Limited was founded in 1982, and Fundsdirect launched as one of the UK’s first online fund supermarket in December 1999. IFDL uses the brand name of Ascentric. In October 2007, a majority holding of Investment Funds Direct Group Limited was acquired by Royal London Group.
Thursday, 24 May 2012 15:20
Ascentric launches monthly open days for advisers
Independent wrap platform Ascentric has announced the launch of the Ascentric Open Day on the last Wednesday of each month.