Why choose Wrap

A platform that empowers you to deliver more for your clients.

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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.

Product solutions
  • Full-suite of tax-wrappers
    Access the products you need to build a tax-efficient plan for your client and their families.
  • Drawdown flexibility
    Tailor 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 pricing
    Our 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 portfolios
    Access a range of managed portfolios from 100+ DFMs including active, passive and sustainable options.
  • Whole of market fund choice
    4,000 + funds to choose from, including ESG options, exchange traded assets and discounted share classes.
  • Discretionary and advisory portfolios
    Powerful portfolio tools for discretionary managers to build, edit and rebalance advisory portfolios.  
Platform functionality
  • Pre-funding of investments
    We pre-fund new investments, fund switches, tax relief and rebalancing to ensure your clients are invested faster and for longer.
  • Esignatures to save time
    One digital signature from account opening to drawdown.
  • Modern intuitive experience
    Our intuitive platform design helps you get things done quickly and easily.
Service that supports you
  • Experts on hand
    We 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 insight
    Useful technical insight, guides, webinars and CPD support from experts qualified in tax, trusts and wealth transfer.
  • Defaqto Gold platform service rating
    We achieved the highest service ratings in 2023, based on survey feedback from financial advisers.

Get support on due diligence

Find all the information you need about Wrap so you can make sure it’s right for your business and your clients.

People in circles

Consumer Duty - our value assessment

We’ll confirm at least once a year that the products we manufacture or distribute provide fair value to the customer.

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Introducing adviserOS.

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

Find out more about adviserOS

Awards and ratings

AKG rating

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 8 years logo

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.
defaqto awards

Defaqto ratings

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.

Get started with Wrap

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.