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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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The Ascentric Wrap service provides online access to view, value and trade a comprehensive range of assets across a wide range of tax wrappers. With a choice of investment options, product and fund selection tools, information reports and client access levels, advisers are in total control of their clients' portfolios.

We offer a 10% discount off our standard subscription price for Ascentric users. Please select Ascentric under Alliance when subscribing.