Adviser Experience Programme

Our support hub is your go-to place to find out everything you need to know about changes we’re making to Wrap and Fundzone as part of our Adviser Experience Programme.

Our Adviser Experience Programme

Our Adviser Experience Programme is designed to deliver the improvements you’ve told us matter most to your clients and your business. Over the next few years we are developing a series of exciting enhancements, focusing on key areas that we hope will make it easier to service your clients:

• Optimising your digital experience – to give you a simple and intuitive interface to ensure your digital experience is as seamless as possible, making it faster and easier to get things done.
• Improved client reporting and business intelligence - our new customer centric model and improved client reporting will ensure you have all the latest information you need at your fingertips, helping you run your business more efficiently and enabling you to spend more time with your clients.
• Delivering a full advice suite – offering a comprehensive suite of tax wrappers to meet the needs of your clients.
• Providing platform service excellence – heavily investing in our service infrastructure to evolve our service offering and improve flexibility and choice in how you want to deal with us.