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
Under your firm’s obligations to meet the Consumer Duty rules, you must determine your own approach for assessing if the prices you charge for the services provided represent value for money.
Your firm is not responsible for carrying out a value assessment on the other elements of the distribution chain – such as platform fees – that’s the platform provider's responsibility.
As a platform provider, we’ll confirm at least once a year that the products we manufacture or distribute provide fair value to the customer. Please note we can only confirm on products we distribute if the information is available.
We’ve carried out separate assessments for Wrap, Elevate and Fundzone platforms. Following these assessments, we can confirm these abrdn solutions continue to provide fair value for your clients.
To establish this, we carried out these checks, using data @ 30 June 2022, where applicable:
Expense analysis - comparing the costs incurred by abrdn in manufacturing for Wrap, Elevate and Fundzone with the charges for the end customer, as well as considering our capital expenditure during this period and abrdn’s financial stability.
Competitor analysis - comparing the charges for Wrap, Elevate and Fundzone with those of comparable platforms in the advised market, while considering any differences in financial and non-financial benefits. This included consideration of:
Individual checks - analysis of advisers’ platform usage to identify any activity where the platform is not being used in the way it was intended.
This may lead to poor customer outcomes. Any trends in such activity are individually communicated for awareness to the adviser.
Vulnerable customers - focus on vulnerable customers processes, and any customer groups where outcomes may differ from the experience of other customers.
Following this annual analysis, we’ll be continually improving our products and services to make sure that our abrdn solutions continue to provide fair value to the customer.
Advisers may also be interested in the fair value of products and services distributed via our abrdn solutions. These cover:
If you require a copy of our value assessment, please download a copy here.
For more information on the Consumer Duty’s price and value outcome
Read our Price and value outcome step-by-step guide
Phoenix - Price and Value assessment
For Fund Manager and Discretionary Fund Manager Price and Value assessments, please see below or view their websites for information.
Should any of these parties indicate an issue with their Price and Value assessment, we’ll communicate this.
8AM GLOBAL LLP - To be added
ABERFORTH - To be added
AEGON - To be added
ALLIANCE BERNSTEIN - To be added
Allspring - To be added
ALQUITY - To be added
AMATI - To be added
AMUNDI - To be added
AQR - To be added
ARBROOK - To be added
ARDEVORA - To be added
ARGONAUT - To be added
Armivest - To be added
ARTEMIS - To be added
ASHMORE - To be added
ASI - To be added
AVELLEMY - To be added
AXA - To be added
AXIOM - To be added
BAILLIE GIFFORD - To be added
BARCLAYS - To be added
BARINGS - To be added
BENNBRIDGE - To be added
BLACKFRIARS - To be added
BLACKROCK - To be added
BLUE WHALE - To be added
BNY - To be added
BREWIN DOLPHIN - To be added
BROOKS MACDONALD - To be added
BROWN ADVISORY - To be added
BROWN SHIPLEY - To be added
CANADA LIFE - To be added
CAPITAL GROUP - To be added
CARMIGNAC GESTION - To be added
CARNE - To be added
CAROLON - To be added
CARVETIAN - To be added
CASTLEFIELD - To be added
CERNO - To be added
CG - To be added
CHURCH HOUSE - To be added
CITY FINANCIAL - To be added
CLARION - To be added
CLOSE BROTHERS - To be added
COHEN STEERS - To be added
COMGEST - To be added
CORNELIAN - To be added
CREDO - To be added
CRUX - To be added
CULLEN - To be added
DAVY FUNDS - To be added
DIMENSIONAL - To be added
DMS - To be added
DODGE & COX - To be added
DOHERTY PN&INV CONSULTANCY - To be added
DOWNING LLP - To be added
DUNDAS - To be added
EATON VANCE - To be added
EDENTREE - To be added
EFG - To be added
EMBARK - To be added
EPIC Investment Partners. - To be added
EQUITY TRUSTEES - To be added
Evelyn - To be added
EVENLODE - via Spring Capital
FEROX - To be added
FIDELITY - To be added
FIRST SENTIER - To be added
FISHER - To be added
FORTEM CAPITAL - To be added
FRANKLIN TEMPLETON - To be added
FULCRUM - To be added
FUND PARTNER SOLUTIONS - To be added
Fundamental Asset Management - To be added
FUNDLOGIC SAS - To be added
FUNDROCK - To be added
FUNDSMITH - To be added
GAM - To be added
GARRAWAY CAPITAL MANAGEMENT - To be added
Gay-Lussac Gestion - To be added
GEMINI - To be added
GLG - To be added
GOLDMAN SACHS - To be added
GRANAHAN - To be added
GRESHAM HOUSE - To be added
GSI - To be added
GUARDCAP - To be added
GUINNESS - To be added
GVQ - To be added
H2O - To be added
HARGREAVES LANSDOWN - To be added
HAVELOCK - To be added
HEPTAGON - To be added
HERMES - To be added
IBOSS - To be added
IFSL - To be added
IM GLOBAL PARTNER - To be added
IMPAX - To be added
INVESCO - To be added
JANUS HENDERSON - To be added
JM FINN - To be added
JO HAMBRO - To be added
JP MORGAN - To be added
JP MORGAN MANSART - To be added
JUPITER - To be added
KBI - To be added
KEMPEN CAPITAL - To be added
KINGSWOOD - To be added
LAZARD - To be added
LEGAL & GENERAL - To be added
LEGG MASON - To be added
LINDSELL TRAIN - To be added
LONDON & CAPITAL - To be added
LORD ABBETT - To be added
LYXOR - To be added
MAITLAND/APEX GROUP - To be added
MAJEDIE - To be added
MANSARD CAPITAL - To be added
MANULIFE - To be added
MARGETTS - To be added
MARIANA - To be added
MARKS & SPENCER UT MANAGERS - To be added
MATTHEWS ASIA - To be added
MCINROY & WOOD PORTFOLIOS - To be added
MDO MANAGEMENT - To be added
MERCER - To be added
MFM - To be added
MI HAWKSMOOR - To be added
MIRABAUD - To be added
MIRAE ASSET GLOBAL INVESTMENTS - To be added
MITON - To be added
MITON OPTIMAL UK LIMITED - To be added
MLC - To be added
MOMENTUM GLOBAL - To be added
MONTAG CALDWELL - To be added
MONTANARO - To be added
MONTLAKE - To be added
MORANT WRIGHT - To be added
MORGAN STANLEY - To be added
MUZINICH & CO - To be added
NATIXIS GLOBAL - To be added
NEUBERGER BERMAN - To be added
NEW CAPITAL - To be added
NIKKO - To be added
NINETY ONE - To be added
NOMURA - To be added
NORDEA - To be added
Northern Trust - To be added
ODEY ASSET MANAGEMENT - To be added
ORBIS - To be added
PACIFIC - To be added
PARETO - To be added
PGIM - To be added
PICTET - To be added
PIMCO - To be added
PINEBRIDGE - To be added
POLAR CAPITAL - To be added
POLEN - To be added
PREMIER MITON - To be added
PRINCIPAL GLOBAL INVESTORS - To be added
PRUDENTIAL - To be added
PYRFORD - To be added
PZENA - Via AssetQ
RATHBONE UNIT TRUST - To be added
RAVENSCROFT - To be added
RIVER & MERCANTILE - To be added
ROBECO - To be added
ROCKEFELLER - To be added
ROYAL LONDON - To be added
RUFFER - To be added
RUSSELL INVESTMENTS - To be added
RWC - To be added
SALTUS PARTNERS LLP - To be added
SANLAM - To be added
SANTANDER - To be added
SARASIN - To be added
SCHRODER - To be added
SCOTTISH WIDOWS - To be added
SEI - To be added
SKAGEN - To be added
SMITH & WILLIAMSON - To be added
SOMERSET - To be added
Sparinvest - To be added
ST JAMES PLACE - To be added
STEWART INVESTORS - To be added
STONEHAGE FLEMING - To be added
STRATTON STREET - To be added
SVM ASSET MANAGEMENT LTD - To be added
SVS CHURCH HOUSE - To be added
SVS CORNELIAN - To be added
T BAILEY
TIDEWAY - To be added
TILNEY - To be added
TOBAM - To be added
TORTOISE - To be added
TRIODOS - To be added
TRIUM - To be added
TROY - To be added
TUTMAN - To be added
UBS - To be added
UNICORN ASSET MANAGEMENT - To be added
UNION BANCAIRE PRIVEE - To be added
UNIVERSAL INVESTMENT - To be added
UTI - To be added
VALU-TRAC - To be added
VANGUARD - To be added
VERITAS - To be added
VONTOBEL - To be added
VULCAN VALUE PARTNERS - To be added
WAVERTON - To be added
WELLINGTON - To be added
WINTON - To be added
WISE - To be added
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