Ascentric has integrated its platform with adviser support services provider True Potential.
The link-up gives True Potential users a daily valuation feed of their client holdings on the Ascentric wrap. The integration also provides True Potential users with access to up-to-date portfolio valuation information alongside client data when logged into a back office system.
Ascentric sales and marketing director Richard Goodall says: “This is a great example of how two technologies can combine to provide advisers with a holistic view of their clients. We have a large number of advisers that use True Potential and I am delighted to announce this integration as it will significantly enhance the user experience for both systems.”
True Potential senior partner Mark Henderson says: “I am delighted to confirm this link is in place. Our users are now able to instantly see a complete view of their client assets, new and old generation, via their computers and on the move via iPhone and other mobile devices and this link with Ascentric further bolsters the options available to our users and their clients.”