Ascentric and Legacy Asset Systems launch added value service for Advisers

Advisers using the Ascentric platform and the Asset Migration Services of Legacy Asset Systems can now benefit from an improved service offering. Legacy Asset Systems has worked with the Ascentric platform to offer the ability to pre populate the platform’s application forms on behalf of the adviser.

Legacy Asset Systems will utilise the information gained through the asset migration process and pre fill the relevant application forms, saving the adviser valuable time and administration costs.

Bryan Beeston, CEO, Legacy Asset Systems said, “This new element of the service that we can offer helps to simplify and reduce the administration time and cost required when migrating assets. Our ethos is to ensure that where possible Legacy Asset Systems will take the leg work out of the process for the adviser and consistently deliver a high quality process. This allows the adviser to concentrate on their core business activities. The enhancement to the service complements our existing process of providing the adviser with the necessary information and tools to be able to move money quickly and compliantly. It also dovetails perfectly with our data gathering and RIY calculation service”.

Hugo Thorman, managing director at Ascentric commented: “This is a great example of how, through our third party tool providers, we are making it easier for advisers to do business with us. I am confident that our users will find this a valuable addition to their asset migration programmes.”