We’re committed to continous investment and we’re now stepping up our pace of change through our Adviser Experience Programme. It’s designed to deliver the improvements you have told us matter most to your clients and you business. Over the next year or so, you’ll benefit from improved technology solutions that help you give an increasingly personalised service to your clients in the most efficient way.
This hub will be your go-to place to get the latest updates and timely support to ensure you get the most from the improvements we’re making to Wrap and Fundzone.
We’ll be sharing a series of webinars and other support content on this hub over the coming months. If you’re a regular user of Wrap or ‘fundzone, please do make time to view the relevant sessions and read all support updates so you’re ready for the changes we’re making and know what you can do in advance to prepare.
To view session one, simply login or register with BrightTALK for a quick 15 minute overview of the improvements we’re making. You’ll also receive a certificate of attendance.
BrightTalk doesn’t support IE so please use another browser e.g Chrome or Edge.
Session 2: Faster servicing of existing clients – session available in September
Session 3: Quick quote and new business improvements – session available in October
Session 4: Improved business management and admin – session available in November
Session 5: New SIPP with fully online drawdown – session available in December
Our programme of continued investment will be phased to ensure we provide the support you need, when you need it.
New client service technology
State of the art Amazon Connect and Salesforce Service Cloud technology will ensure you’re connected to our experts faster and we’ll be ready with the information you need, plus new screen sharing capability
Fully enabled E-signatures
Integrated online e-signature solution on Wrap’s individual new business journeys for new and existing clients.
New modern design and simplified navigation
Tested with advisers and delivers an optimised and modern design with interactive dashboard , improved task notifications and single client view for faster client servicing.
Improved client reporting
Customisable report builder with enhanced valuation, performance and personalisation features.
Improved back office integration
New bulk valuation capability to help you run your business more efficiently.
Making it easier to move money throughout the year to maximise tax allowances.
Multiple Personal Portfolios
Allocate specific pots to support clients’ savings goals and inheritance planning.
New SIPP with fully online drawdown
Puts you in control of your clients’ pension planning with faster quotes and pre-populated new business journeys. Money is invested quicker with faster payments out when clients need it. Available initially to all new clients with a fully supported process to switch your existing clients over.
Improved and automated adviser charging feeds
Third party Personal Portfolio
Improved online Offshore and Onshore Bond capability
New stockbroking solution providing cost-effective investment
Here’s a preview of some of our new screens to see how we’re improving key tasks.
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This website is provided by Standard Life Savings Limited. It describes products and services provided by the abrdn Group (including Standard Life Savings Limited and Elevate Portfolio Services Limited) and the Phoenix Group (including Standard Life Assurance Limited, Standard Life Trustee Company Limited and Standard Life International dac).
The abrdn Group comprises abrdn plc (SC286832) and its subsidiaries. The Phoenix Group comprises Phoenix Group Holdings plc (11606773) and its subsidiaries.
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Wrap Platform, Wrap Personal Portfolio, Wrap ISA and FundZone Platform are all provided by Standard Life Savings Limited, which is part of the abrdn Group.
Standard Life Savings Limited is registered in Scotland (SC180203) at 1 George Street, Edinburgh, United Kingdom, EH2 2LL. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Wrap platform.
Wrap SIPP and Wrap Onshore Bond are both provided by Standard Life Assurance Limited, which is part of the Phoenix Group. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Wrap Offshore Bond is provided by Standard Life International dac, which is part of the Phoenix Group. Standard Life International dac is a designated activity company limited by shares and registered in Dublin, Ireland (408507) at 90 St Stephen’s Green, Dublin. Standard Life International dac is authorised and regulated by the Central Bank of Ireland and subject to limited regulation in the UK by the Financial Regulation Authority. Details about the extent of its regulation by the Financial Conduct Authority are available on request.
The Elevate platform, Elevate ISA, Elevate GIA and Elevate PIA are provided by Elevate Portfolio Services Limited, which is part of the abrdn Group.
Elevate Portfolio Services Limited is registered in England (01128611) at Bow Bells House, 1 Bread Street, London, EC4M 9HH. Elevate Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Elevate platform.
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abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL