New client portal, client snapshot and improved income reporting on Wrap

Delivering what matters most to you and your clients.

We made a commitment at the start of the year to advance the reporting on Standard Life Wrap and we’re pleased to confirm enhanced capability is now live on the platform. Following feedback from advisory firms, we have delivered the improvements that matter most to help you plan for your clients’ futures and deliver an experience that helps to keep your clients better informed.

New capability now available on Wrap

New online client portal

 

 

Our new client portal helps you deliver a high quality experience for your clients, using the latest digital standards. You stay in control of access while clients have the reassurance they can self-serve high level plan information. This will be rolled out to firms in phases, take a look below for more information.

New client snapshot report

 

 

Our new client snapshot, found in the Performance tab, enables you to share a modern, easy to understand and engaging view of your clients' portfolio. It shows a simplified snapshot of the valuation, performance and money movements.

Introducing leading client authentication technology

 

 

Cyber security is a top priority with online fraud increasing. That’s why we’re partnering with leading access management firm, Okta, to deliver the latest authentication security for your clients when they login to their Wrap account.

New income and withdrawal reports

 

 

Our new MI reports found in the Client Base tab help you manage and support your clients taking an income, improving efficiency and oversight. The first report shows historical income and withdrawals over a specified date range and the second report shows all active regular pending payments.

The value of investments can go down as well as up, and may be worth less than originally invested.

Got a question or want to find out more?

We've created a FAQ document which may help to answer some of the immediate questions you have about the enhancements we've introduced.

Your usual Standard Life contact is also available to answer any questions you may have on the improvements we've made.

 

 

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.

 

 

Or email us

There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.

 

 

If you're already using Wrap then call us on:
0345 279 1001

Calls may be monitored and/or recorded to protect both you and us and help with our training. Call charges will vary.

Supporting your business with the launch of our new client portal

To ensure we can fully support your business with the launch of our client portal and secure authentication technology, we plan to roll it out to firms in phases from September. We'll be in touch with more details and support nearer the time. In the meantime, you can take a look at the user guides we've created for advisers and clients.

Read our blog

Take a look at How client reporting just became a more seamless experience on Wrap

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