Wrap overview

A platform with the solutions and tools to help you meet your clients wealth management needs.

Already using Wrap?

Use your firm’s Wrap login as usual. If your firm does not have its own version of Wrap, log in below.

New to Wrap?

Find out how Wrap empowers you to do business your way and deliver more for your clients.

Important information.


Reduced platform charges on Wrap. View the simplified and lower charges here

Introducing adviserOS

Introducing adviserOS.

Say hello to simplicity. Supporting advisers to do less and achieve more.

Find out more about adviserOS
wrap platform upgrade

Wrap upgrade

Following the upgrade of the Wrap platform, we've updated our guides in the Wrap help centre to reflect new journeys on the platform.

Wrap help centre


Build and manage exactly the right portfolio for each client with our range of tax-efficient products.

Investment solutions

Access any combination of tools and features you want with our investment technology.


Get clear charges and competitive rates for your clients, as well as pre-funding to invest their money quicker and for longer.



Choose from over 3,500 funds, across markets, asset classes, and approaches, including sustainable and ethical.

Drawdown Price Lock

Maximise your clients’ savings by locking in the best platform charges when their assets are highest.

Spanner with a cog


Calculate each client’s annual allowance with our pension carry forward calculator, and much more.

Get started

Want to find out more?

Contact our business development team to discuss your needs and how we can help.

Ready to sign up

Find a link to our due diligence documents, terms of business, and online sign up form here.

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.

Arrange a live demo of our platform

Request a demo