Ascot Wealth Platform

Built using award-winning technology, Ascot Wealth Platform is a revolutionary system for financial advisers.

For UK financial advisers looking to maximise investment opportunities for individual, corporate or trust clients, Ascot Wealth Platform is structured for growth. With a fully-integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs.

Built from the ground up using True Potential’s award-winning in-house technology, Ascot Wealth Platform integrates the world-first impulseSave® top-up technology and with the revolutionary financial life planner,  True Potential One® . Ascot Wealth Platform is engineered with the future in mind, delivering innovation, choice, control and value.

Wide Range of Investments

Invest your capital within innovative risk-rated investment options, giving you exposure to world-class investment managers.

You can also choose to construct a bespoke plan from the thousands of Mutual Funds, Bonds, Exchange Traded Funds and Equities we have available.

You also have access to a range of exclusive tax wrappers, including our Stocks & Shares ISA, Onshore and Offshore Bonds and  TPI Pension , to ensure your clients’ investments are as tax efficient as possible.

Our Wealth Platform Offers

Up to 0.45% tiered platform fee

Preferential dealing terms on mutual funds

No fees for mutual funds sales and purchases

0.08% (minimum £14) for equity transactions

Secure Client Site

Through Ascot Wealth Wealth Platform, you can empower clients to become more engaged with you and the plans you’ve made. Clients get a complete view of their investments on their own client site.

Through their personal client sites, clients can track their investments against their goals and view portfolio valuations 24/7. They can link-up bank accounts and existing policies to get a better picture of their finances.

Clients can access their personal sites online or via our range of mobile and tablet apps and top up their investments using impulseSave®. Plus, clients can reach you directly through the Secure Messaging system within their site.

With client sites, you manage relationships, not accounts.

Ready to take a look around?

Sign up for a live demonstration of our Wealth Platform. We’ll be in touch to show you around our platform and talk about how it can help grow your business. Financial advisers can request a live demonstration of our award-winning technology and unique proposition by filling the form below. See for yourself how the Ascot Wealth difference can help build your business.