The value of investments can go down as well as up, and your clients could get back less than they paid in. Laws and tax rules may change. Tax treatment will depend on individual circumstances, including where your clients live in the UK. This information is based on our understanding at September 2021.

A focus on client-led delivery of advice

Combining service excellence, technology and tools in platform solutions that empower you to help you achieve good outcomes for your clients.

Our commitment to service

Our ambition is to provide a leading platform experience for you and your clients.

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A commitment to service excellence

Our dedicated, expert service teams can help with your business needs, ensuring you can access the information you need, when you need it.

We design our service around your demand, adapting to ever-changing needs.

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A commitment to listen and understand

We listen and understand to what matters most to you and your clients. 

So we can recognise your challenges and respond to what you need. 

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A commitment to continue to support you over the long term

We’re continuing to enhance our platform solutions to support good outcomes for your clients.

We continuously analyse how you use our solutions so we can optimise and evolve for the way your business works.

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A commitment to make it easier for you and your clients 

We have the scale and capability to support the solutions you want to offer.

So you have the powerful tools and technology you need to help your clients become better investors.

Financial strength ratings

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AKG rating

Service awards and ratings

Schroders award
Schroders 2022 award
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*The Schroders UK platform awards have been given to Wrap. AKG and Defaqto ratings apply to both Wrap and Elevate.

What our platform solutions can offer you and your clients

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A broad range of investment options

Our platform solutions can help support your client segments and your Centralised Investment Propositions.

Our solutions offer a wide range of accessible investment options, innovative capabilities and scalable processes.

With easy access to risk-based fund solutions, discounted share classes, managed portfolio services and bespoke discretionary managers

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A clear set of choices

Our platform solutions give you options to help you run your business the way you want to. 

You can choose to manage model portfolios in house or outsource to a discretionary manager. 

Or set fully flexible income options to meet your clients’ needs. Our full suite easily supports your Centralised Retirement Proposition and the individual needs of clients taking an income.

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Helpful resources

Our platform solutions give access to a wide range of powerful tools and tax wrappers to optimise tax allowances for your clients. 

We also offer a wide range of accredited CPD courses on topics that matter to you as well as access to our Techzone experts.

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Clear pricing

Our pricing tiers are consistently transparent for you and your clients so you know you can access suitable products at the right price to meet their needs. 

Adviser charging is flexible with initial, ongoing and ad-hoc options with the ability to be set at platform or product level. Family terms are also available.

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Business efficiencies

Our platform solutions can offer two-way integration with your back-office systems, so minimising the need to re-key data.

Giving you more time to focus on your clients. 

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Financial strength

Backed by abrdn, a global company helping clients to plan, save and invest, we continually reinvest in our platform solutions, meaning more efficiencies for you and your clients. 

Get in touch with abrdn

If you already use Wrap
Call us
0345 279 1001
If you already use Elevate
If you're new to Wrap or Elevate and want to find out more
For more about our platform solutions email

Business Development

We're here to help Monday - Friday, 9am - 5pm. Call charges may 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.

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