Prosperity IFAs and Stockbrokers has selected independent wrap Ascentric as its platform solution to power their whole of market model.
The new firm, established by three former Edward Jones advisers, Jasper de Zoeten, Simon Munday and Mark Newman, are building a whole of market model for their clients, and received authorisation from the FSA last month. Prosperity IFA has selected Ascentric as its sole technology platform partner and will use the service to meet the increasingly diverse needs of its client base.
The Ascentric wrap platform offers an integrated stockbroking, fund supermarket and cash management facility that lends itself perfectly to the whole of market model we are building, says Jasper de Zoeten, Partner at Prosperity IFAs & Stockbrokers. In addition, their ability to provide a consistent administrative and client process will allow us to move new and existing assets into a single, flexible and cost effective environment.
It is comforting to know that firms such as Prosperity IFAs & Stockbrokers, who are used to dealing with a wide range of investments, have selected our platform to drive their business forward, says Richard Goodall, Sales & Marketing Director at Ascentric. I have no doubt that with access to a wide range of product wrappers as well as support services that include the ability to own brand, the Ascentric platform will complement the aims of their whole of market model.
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