Wrap tools
Our suite of adviser tools can help you calculate and plan for your client's future
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MyFolio lookthrough tool
The MyFolio lookthrough tool enables you to access performance, the latest fund updates and commentary quickly and easily. The tool includes options for flexible fund charting and customised client reports.
Capped drawdown calculator
This calculator helps you work out the maximum income your client could take from their pension pot if they started capped drawdown or triggered a capped drawdown income review.
Pension carry forward calculator
Find out how much pension annual allowance your client has available for a tax year. This will help you work out how much can be paid into your client’s pension without triggering an annual allowance tax charge.
Retirement expense tool
Use this calculator to help estimate how much your clients might spend in retirement.
International Bond segments and withdrawals calculator
This calculator will help you select possible segment numbers and withdrawal amounts.
Drawdown price lock calculator
This calculator demonstrates how the Drawdown Price Lock works and lets you see when clients may benefit from locking in their Wrap SIPP charge.
ESG Hub
This tool is fully integrated with the platform and powered by the latest independent ESG data analysis. It quickly evaluates your client’s ESG preferences against their live holdings on Wrap and this data can be used to generate a tailored ESG Report to share with your client.
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