We’re investing in our platforms to strengthen and enhance the experience we deliver for you and your clients.
Your business and the needs of your clients are evolving, and so, in turn, you should expect more from your platform provider to help you respond to changing demands. The focus for the next 12 months for Wrap is improvements in the tailoring and presentation of holistic financial solutions in retirement.
Reducing time taken and improving controls linked to portfolio management
New ‘snapshot’ report
Extending the scope of tax and financial planning capability to cover more client assets
Enabling client requirements drive investment solutions through accurate scalable mapping to portfolio strategies
Professional Portfolio Manager (PPM) signals a shift to the next exciting phase of platform technology and is part of our commitment to our development priorities.
Visit the Professional Portfolio Manager page to see how you can access this platform functionality.