Wrap development priorities

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.

Optimising your business

Reducing time taken and improving controls linked to portfolio management


  • New adviser portfolio management capabilities with auto-rebalancing
  • Flexible and configurable governance process
  • Auto-tailoring of portfolios

In development:

  • Easy model construction

Enhancing the client experience


New ‘snapshot’ report

  • Latest data visualisation standards
  • New configuration engine
  • New configuration options

Supporting effective tax and financial planning

Extending the scope of tax and financial planning capability to cover more client assets


  • Ability to manage platform assets held in third party tax wrappers
  • Extended coverage of integrated CGT scenario planning

Enabling portfolio management transformation

Enabling client requirements drive investment solutions through accurate scalable mapping to portfolio strategies


  • Individually Managed Accounts (IMA) solution enabling matching of portfolios to client goals or cashflow requirements
  • Ability to customise third party DFM portfolios for individual client requirements on platform

Latest Wrap platform developments

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.