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.
WRAP
Our powerful Wrap platform can support advisers and clients of any size
ELEVATE
Find out how our Elevate platform can help you deliver high-quality advice at scale
LITERATURE
Our literature library is full of useful product guides, technical information, forms and resources to help you explain our solutions clearly
NEWS & INSIGHTS
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.
HELP & CONTACT
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
The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.
Our tools
Income withdrawal optimiser
This tool can help demonstrate the value of facilitating multi-wrapper withdrawal strategies to optimise tax-efficiency of income.
Our tool can create simple, personalised illustrations of your clients' potential return on investments in a General Investment Account (GIA) and Individual Savings Account (ISA).
For a range of risk based funds from MyFolio including the MyFolio OEIC range, use this tool to quickly access fund performance, updates and commentary, and to create customised client reports with flexible fund charting options.
Assess your client's attitude to investment risk with our 18 question risk assessment tool. It works on mobile and tablet so you can use it in the office or on the go.
Call charges will vary. There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.
This content is for financial advisers and must not be relied on by anyone else. The value of investments can go down as well as up, and may be worth less than originally invested.