Introducing our Adviser Experience Programme

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.

Register for our first support session – an introduction to the improvements we’re making

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.

How we’ll support you

    Support sessions

  • A series of sessions you can watch to fully understand how to make the most of our new capability – with certificate of attendance counting towards your CPD hours.

     

    Session 1: An introduction to the key improvements we’re making – view now

    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


  • Fundzone support – dedicated support webinar and guides – available in September
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    Communications

  • Timely email updates on what is changing and actions you can take in advance to get ready
  • Regular launch updates – all held here on the support hub
  • Copies of all communications we’re sending in case you miss it in your inbox
  • Advance notice of any mandatory T&C communications we must send to your clients
  •  

    Guides and checklists

  • Updated How to Guides to help you easily navigate new screens and journeys – coming soon
  • Useful checklists to help you get ready in advance – coming soon
  • Coachmarks tips guiding you through the simplified navigation when you first login to the platform

Programme timeline

Our programme of continued investment will be phased to ensure we provide the support you need, when you need it.

Phase 1 - Delivered in Q3 2021

Phase 2 - Q4 2021

  • 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.


  • Flexible ISA
    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.

Phase 3

  • 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.

Phase 4

  • Improved and automated adviser charging feeds

  • Third party Personal Portfolio

  • Improved online Offshore and Onshore Bond capability

  • Junior ISA

  • Junior SIPP

  • New stockbroking solution providing cost-effective investment

Improved design and navigation

Here’s a preview of some of our new screens to see how we’re improving key tasks.

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