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.
    Try the income withdrawal optimiser tool

  • Share class finder tool

    Our share class finder tool helps you search for our cheapest equivalent available from the Elevate investment range.
    Try the share class finder

  • GIA and ISA illustrations tool

    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).
    Learn more about the illustrations tool

  • MyFolio lookthrough tool

    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.
    Learn more about the lookthrough tool

  • Investment risk assessment tool

    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.
    Try the risk assessment tool

  • Retirement expense tool

    Use this calculator to help estimate how much your clients might spend in retirement.
    Learn more and launch the retirement expense calculator

More from Elevate

  • portfolio

    Products

    We offer a range of product wrappers. Review and manage them all in one place.
    View products
  • Investments

    Investments

    Give clients access to extensive investment choice.
    View investments
  • pricetag

    Charges

    Clear and simple charging tiers offering reduced fees as assets grow.
    View charges

More resources for advisers

 

  • Literature

    Help Centre

    Guides and videos to help you use Wrap
    Go to help centre
  • techzone

    Techzone

    Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
    Launch Techzone
  • Lightbulb

    Adviser Insights

    Articles that examine the trends, risks and opportunities facing the advice industry.
    Launch Adviser Insights

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