Wrap overview
A platform with the solutions and tools to help you meet your clients wealth management needs.
Already using Wrap?
Use your firm’s Wrap login as usual. If your firm does not have its own version of Wrap, log in below.
New to Wrap?
Find out how Wrap empowers you to do business your way and deliver more for your clients.
Important information.
Products
Build and manage exactly the right portfolio for each client with our range of tax-efficient products.
Investment solutions
Access any combination of tools and features you want with our investment technology.
Charges
Get clear charges and competitive rates for your clients, as well as pre-funding to invest their money quicker and for longer.
Funds
Choose from over 3,500 funds, across markets, asset classes, and approaches, including sustainable and ethical.
Drawdown Price Lock
Maximise your clients’ savings by locking in the best platform charges when their assets are highest.
Tools
Calculate each client’s annual allowance with our pension carry forward calculator, and much more.
ESG Hub now available on Wrap
Our fully integrated tool designed to support client conversations on sustainable investment choices.
Client Asset Migration Service
Our Client Asset Migration Service provides specialist support to simplify the process of moving assets on the Wrap platform.
Get started
Want to find out more?
Contact our business development team to discuss your needs and how we can help. You can request a demo of our platform as part of an initial conversation.
Ready to sign up
Find a link to our due diligence documents, terms of business, and online sign up form here.
More resources for advisers
Help centre
Get answers to a range of product and service related questions.
Techzone
Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
Adviser insights
Articles that examine the trends, risks and opportunities facing the advice industry.