Adviser tools

Our suite of adviser tools can help you calculate and plan your clients future

Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.

Our tools

We have a range of tools to help save you time and keep you and your clients informed. Select a service to see the suite of relevant tools, read more about how they work, access supporting documents and launch the tools


Tools designed to help you deliver financial planning and sophisticated wealth management solutions to your clients on the Wrap platform.


Tools designed to help you with savings, investment and retirement planning and improve the service you provide to your clients on the Elevate platform.

Help and support

You can find answers to a wide range of popular policy, product and servicing questions in our help and support section.

Wrap help

Help with our Wrap platform.

Elevate help

Help with our Elevate platform.

More resources for advisers

Help centre

Get answers to a range of product and service related questions.


Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.

Adviser insights

Articles that examine the trends, risks and opportunities facing the advice industry.