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The demands on portfolio management have never been greater. We’re here to help.
Professional Portfolio Manager helps you efficiently manage more client portfolios while controlling the complex practicalities of running in-house investment solutions.
This enables your businesses to scale its advisory investment processes in a more effective and fully compliant way.
Building on the Wrap platform's existing capabilities the technology offers you:
Learn more about how PPM works and how it can benefit you and your clients from our guides and articles below.
If you think PPM is right for your firm and clients, please get in touch.
If you're already using Wrap then call us on: 0345 279 1001. Call charges can vary.
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.
Call charges will vary. 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.