In the latest part of Professional Adviser's and IFAonline's series examining some of the little-known features on your favourite platforms, we look under the bonnet of Ascentric...
Historic valuations Ascentric offers a single view of all transactions as well as instant access to updated valuations, statements and transaction records. Historic valuations provide a snapshot of clients’ holdings on any given date selected by an adviser from either the date of transfer or purchase on the platform. The report can be exported to Excel, PDF or Word. Fund Research Centre Through the fund research centre Ascentric users can access all their fund research and fund related material in a single place, providing support to advisers analysing their investment solutions...
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