At abrdn we understand that every business is different and so are every one of your clients. That’s why we offer two highly rated platforms to suit both your and your clients’ needs, both with an A rating from AKG.
Our powerful Wrap platform can support advisers and clients of any size
Find out how our Elevate platform can help you deliver high-quality advice at scale
Our literature library is full of useful product guides, technical information, forms and resources to help you explain our solutions clearly
Our news and insights pages feature regular platform news, industry and product updates, and useful fund change information. You will also find technical support with products, CPD learning modules and more.
If you need support with any of our services, you can often find the answers in our help pages. You'll also find tools and literature to help you look after your clients
Learn more about what our platforms can offer you and your clients
Find out how the abrdn group can help with your investment proposition
How we can support your business
Explore our Wrap, Elevate or Fundzone platforms
Get information about Wrap products and how they can help your clients
Find everything you need to know about the investment solutions available on Wrap
Offering our best ever value and an innovative Drawdown Price Lock
Useful tools to help you manage clients and keep them on the right path
Get information about Elevate products and how they can help your clients
Find everything you need to know about the investment solutions available on Elevate
We pride ourselves on a clear and easy to understand pricing structure
Useful tools to help you manage Elevate clients and keep them on the right path
Up to date platform, market and industry news
Useful insights and support to help your business
Information and insights around key industry changes
CPD learning modules and events to help grow your business
Find the best way to speak with us about a range of topics
Get answers to a range of product and service related questions
Our Adviser Experience Programme is designed to deliver the improvements you’ve told us matter most to your clients and your business. We’re developing a series of exciting enhancements, focusing on key areas that we hope will make it easier to service your clients:
You can find a range of quick guides on key processes and information to help with using the upgraded platforms on our help centre.
The Adviser Experience Programme has already delivered a series of improved technology solutions designed to help you offer an increasingly personalised service to your clients in the most efficient way.
We’re now into Phase 3 of the Programme and there are more exciting and significant improvements to come.
In the first phase of the Adviser Experience Programme we delivered new client technology, fully enabled e-signatures and Unipass Mailock Encryption.
In the second phase, we upgraded the platform to be faster, more flexible and with a range of enhancements designed to make your life easier when using the platform. The user interface is more modern and intuitive with faster new business and client servicing journeys. Illustrations have been improved including a new ‘Quick Quote’ option.
Watch a short summary of some recent enhancements
The next phase sees the launch of the new SIPP with fully online drawdown.
It puts you in control of your clients’ pension planning with faster quotes and pre-populated new business journeys, as well as a number of new journeys such as move to drawdown, edit income, GAD reviews and LTA calculation updates. Money is invested quicker with faster payments out when clients need it. Junior SIPP is also being added. Available initially to all new clients, and your existing clients will subsequently be switched over.
Look out for further communications on what’s coming next in the Adviser Experience Programme.
This website is provided by Aberdeen Corporate Services Limited. It describes products and services provided by members of the abrdn Group (abrdn plc (SC286832) and its subsidiaries) and the Phoenix Group (Phoenix Group Holdings plc (11606773) and its subsidiaries). Full product and service provider details are described in the legal information notice.
Copyright © abrdn plc 2023. All rights reserved.
abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL