About Ascensus

Open architecture that’s open to your clients’ needs

The flexibility to create
To discuss your unique needs, contact our sales team at (800) 345-6363 
We define open-architecture in every sense of the term, bringing you thousands of investment options and various investment types to choose from.
Broad selection of investments
Ascensus offers a wide range of high-quality investment options for a truly custom lineup. 
Access to numerous fund families, covering thousands of funds
Our platform gives your virtually unlimited options with no proprietary requirements—some of the features that distinguish our solutions include:
  • Access to over 16,000 funds
  • ETFs
  • Plan level asset allocation models
  • Collective trust investments
  • Company stock
Asset allocation models
You can create plan-level models from the plan’s investments that vary by risk so employees remain committed to an investment program. Models can be set up to rebalance automatically and you can maintain full control over how they are managed.
Managed accounts
Ascensus has partnered with Morningstar Associates to offer employees access to a wealth of education and to provide them the guidance or advice they need to manage their account:
  • Learning Station - Education, calculators, etc.
  • Managed by You - Guidance solution
  • Managed by Morningstar - Managed account solution
My Ascensus
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