Ascentric Upgrades Bespoke Software for Insurance & Investment Advisers

Ascentric, part of the Royal London group, is offering advisers a new enhanced client reporting service which enables advisers to create bespoke, branded client reports using detailed transactional data feeds from the Ascentric platform.

Partnering with Sprint and integrating with their client reporting system Fastrak, Ascentric will now provide comprehensive information on every client’s investments and savings, to automatically pre-populate advisers’ client reports.

Client expectations are changing and they increasingly want the right information about their financial plans in an easily understood format – and advisers are looking to meet this need through flexible and bespoke solutions that reflect their services and client relationships.

Sarah Lyons, Head of Marketing at Ascentric, said: “We have worked with Sprint to develop this new enhanced client reporting service for advisers who use the Ascentric platform. We listened to advisers who said that their clients were looking for more flexibility.” 

The service has been piloted with financial advisers, Cornerstone Asset Management and Founding Partner, Jason Hemmings commenting on the service said: “Investing time to create entirely seamless and bespoke client reports has brought real tangible benefits.   

Access to the Ascentric Enhanced Client Reporting service is available to advisers at a heavily discounted price to the normal Fastrak service, details are available on request.

Advisers looking for more details on the new enhanced reporting service should contact their Ascentric Business Development Manager on 01225 787 575 or visit www.ascentric.co.uk/sprint

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