Welcome to the next generation of portfolio management technology.
Advisory business growth has been driven by pension freedoms and increasing regulation meaning the demands on portfolio functionality have never been greater.
This innovation represents a transformation in portfolio management by enabling businesses to scale their advisory investment processes to serve more clients with more investment solutions, in a more efficient way.
Building on the Wrap platform's existing capabilities the new technology offers advisers:
The value of investments can go down as well as up, and could be worth less than originally invested.
To support the advice journey we have improved the information and reporting available to you on the Wrap platform
View the Presenting Managed Portfolios on Wrap demo.
The lang cat explores this question in its latest white paper, commissioned by Standard Life, Welcome to wherever you are: the future of portfolio management on platforms.
The paper identifies seven key themes and predicts the changes that may lie ahead for our industry. It also shares the biggest issues keeping them awake at night.
Listen to Mark Polson, principal of the lang cat, and David Tiller, Head of UK Proposition discuss the themes and conclusions of the white paper in their recent webinar.
Email us: firstname.lastname@example.org
Call us on 0345 272 6622 - option 2
Monday to Friday 09:00 - 17:30
Calls may be monitored and/or recorded to protect both you and us and help with our training.
Call charges will vary.