View more on these topics

Ascentric integrates with True Potential

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.”

Recommended

steve_gibson.jpg

Small wonders

It is becoming increasingly popular for investors to take the passive route when gaining exposure to equity markets. In the UK, a popular choice is to hold an FTSE 100 exchange traded fund or tracker as a proxy for the UK market. Many investors believe this offers the most cost-effective exposure. I would argue that […]

3

Can you really trust the experts?

The world seems to be at an economic cross-roads right now with some experts predicting a return to better days while others are issuing portents of global depression and deflation. But how much do ‘the experts’ really know? Some assume they are all-knowing with their use of insider information and rooms full of analysts and […]

L&G records £583m profit and boosts dividend

Legal & General recorded a profit before tax of £583m for the first half of 2010 on a European embedded value basis, a significant improvement on the £1bn loss made during the same period last year. The insurer has also increased its half year dividend by 20 per cent to 1.33p per share up from […]

2

UKSPA slams IMA’s Patterson over structured product remarks

The UK Structured Products Association has slammed an IMA director for expressing doubts over the regulation of the products. The UKSPA says IMA director of authorised funds and taxation Julie Patterson “needs to be educated about structured products”. “It is disappointing that the IMA continues to be outdated with regard to structured products,” a statement […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment