Wrap is a specialist service and technology platform for progressive adviser businesses. If you’re looking to deliver sophisticated wealth management solutions for your clients in a scalable, controlled manner, Wrap could be right for you.
Market-leading and innovative portfolio management solutions:
- Professional Portfolio Manager helps you to scale your advisory investment process and serve more clients with a wider range of investment solutions in a more efficient way
- Individually Managed Accounts supports you to deliver client-led investment outcomes without the need for continued intervention, saving you time
Full drawdown flexibility including drawdown price lock, the first of its kind in the UK
- Reduced pricing across the platform and innovative drawdown price lock coming in April 2020
- Tailored drawdown to allow clients access to their money in the most tax efficient way for them – they can take a mix of tax-free and taxable income from their SIPP
- Full pre-funding so your clients’ money is invested for longer or available to access when they need it
- Flexibility to set up income payments on any day of the month and can support one payment across many tax wrappers
New client portal and improved reporting now available on Wrap
- We've launched a new client portal designed to the latest digital standards that gives your clients access to high level plan information – this will be rolled out to firms in phases to ensure we can fully support your business
- Wrap now offers a new client snapshot report with an engaging view you can easily share with clients
- You now have access to new income and withdrawal reports to help you fully support clients taking an income
Find out more
Wide range of investment solutions:
- Through Wrap, your clients can invest in mutual funds, equities, ETFs, bonds, gilts, investment trusts and VCTs. Giving them more choice.
- You can create your own model portfolios for your clients or you can use a range of model portfolios from discretionary investment managers
Highly-rated and award-winning:
- Wrap has received an AKG "A" rating for financial strength, a Gold Service Rating from Defaqto and has been voted Best Platform Provider (AUM £25bn or more) in the Schroders UK Platform Awards.
- The Wrap platform is provided by Standard Life Savings Ltd (a wholly owned subsidiary of Standard Life Aberdeen plc). Standard Life has been a leading provider of financial services since 1825 and is an FTSE® listed company. With such a strong financial base, we're well placed to continue to invest in a leading innovative platform.
The value of investments can go down as well as up, and your clients could get back less than they paid in.
Want to find out more about Wrap?
If you're already using Wrap then call us on:
0345 279 1001
We're here to help Monday - Friday, 9am – 5.30pm.
If you're new to Wrap and want to find out more, please get in touch with your usual Standard Life contact or call us on:
0345 272 6622
We're here to help Monday - Friday, 9am - 5pm.
Calls may be monitored and/or recorded to protect both you and us and help with our training.
Call charges will vary.