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.
- Full-suite of tax-wrappersAccess the products you need to build a tax-efficient plan for your client and their families.
- Drawdown flexibilityTailor your client’s pension income to suit their needs. Our drawdown price lock allows clients to lock in their platform charge when assets are at their highest.
- Fair pricingOur tiered charging structure rewards your client with lower charges the more they invest. No exit, switch or hidden charges.
Support for your Centralised Investment Proposition (CIP)
- Full range of managed portfoliosAccess a range of managed portfolios from 100+ DFMs including active, passive and sustainable options.
- Whole of market fund choice4,000 + funds to choose from, including ESG options, exchange traded assets and discounted share classes.
- Discretionary and advisory portfoliosPowerful portfolio tools for discretionary managers to build, edit and rebalance advisory portfolios.
- Pre-funding of investmentsWe pre-fund new investments, fund switches, tax relief and rebalancing to ensure your clients are invested faster and for longer.
- Esignatures to save timeOne digital signature from account opening to drawdown.
- Modern intuitive experienceOur intuitive platform design helps you get things done quickly and easily.
Service that supports you
- Experts on handWe have team members at the end of the phone ready to provide personalised support, including problem solving on screen with co-browsing.
- Technical consultancy and insightUseful technical insight, guides, webinars and CPD support from experts qualified in tax, trusts and wealth transfer.
- Defaqto Gold platform service ratingWe achieved the highest service ratings in 2023, based on survey feedback from financial advisers.
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Awards and ratings
AKG A rated (Superior)
We’re proud to have received an A rating for six years in a row for our Wrap platform. This independent endorsement gives you peace of mind that we’re a safe home for your clients’ investments.
Adviser Asset - Platinum
Wrap has been rated platinum for the last 8 years by AdviserAsset. The platinum rating reflects the strength of our service and solutions that empower you to achieve good outcomes for your clients.
Wrap is recognised with a Gold Platform Service Rating and with five stars for its quality range of products and investment solutions.
Best platform provider (AUM over £40bn) – 9 consecutive years
In 2022 Wrap was voted best platform for the 9th consecutive year at the Schroders UK Platform Awards, in the AUM over £40bn category. We also won the award for leading platform for Discretionary Management in 2022.