Our Story

Ascot Wealth Platform launched to much acclaim in August 2019 due to the continuing expansion of Ascot Wealth Management. Ascot Wealth Platform is one of the first to benefit from an exciting collaboration with the True Potential Intelligent Platform in which we have turned the platform development model on its head.

Instead of being a technology business providing a wealth platform, we have been able to develop, after much effort, a platform which has been formed with the opinions and experiences of real client-facing advisers. Whilst some platforms are based on old technology with new parts “bolted on” through time, through the input of the True Potential Intelligent Platform we have been able to utilise the benefits of a platform that has been created from the ground up as a modern technology
enabled platform which exploits the benefits of recent technology and regulatory changes. These updates include the use of ImpulseSave®, the on-the-go policy contribution technology as well as developing the technology which utilises recent regulatory changes and makes it possible to see the balances of all your bank accounts in one simple location.

As a result of the collaboration between Ascot Wealth Management and True Potential, Ascot Wealth platform has been developed in order to ensure advisers have a platform which gives them access to the features that they desire for both their business needs and their clients. These features include simple yet powerful billing processes coupled with thorough and clear reporting so that you have a fully comprehensive understanding of your business and can concentrate on improved
holistic financial planning. 

This approach also has major benefits to clients. The impetus is to create a platform which keeps maintaining personal finances as simple as possible whilst also benefiting, should the client wish to do so, from more advanced features. ImpulseSave® reduces both client and adviser administration time by making it possible for clients to contribute to their savings vehicles from the Mobile App. 

ImpulseSave® is a copyright of True Potential LLP.

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