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Ascentric integrates with True Potential


Independent wrap Ascentric has integrated its platform with adviser support services provider True Potential.

The integration provides True Potential users with a daily valuation feed of their Ascentric Wrap client holdings available on the platform.

The link up means that True Potential users now have access to up-to-date portfolio valuation information alongside their existing client data when they log in to their back office system.

Richard Goodall (pictured), sales and marketing director at Ascentric, 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.”

Mark Henderson, senior partner at True Potential, adds: “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.”

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