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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.

Already using Wrap?

For access to Wrap, please use your firm's Wrap login as usual. If your firm does not have its own version of Wrap, use the log in link below.

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New to Wrap?

Learn why our sophisticated wealth management platform could be a great choice for your business and your clients.

Why use Wrap

Explore the Wrap platform

suitcase

Product wrappers

Manage different types of client portfolios with ease. Wrap supports a broad range of efficient tax wrappers to help ensure tax free allowances and exemptions are fully optimised.
See product options
suitcase

Product wrappers

Manage different types of client portfolios with ease. Wrap supports a broad range of efficient tax wrappers to help ensure tax free allowances and exemptions are fully optimised.
See product options
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Portfolio management technology

Our investment technology never stops innovating. We’re committed to ensuring Wrap is a platform fit for the future and able to meet the needs of the changing industry.
All investment solutions
computer screen

Portfolio management technology

Our investment technology never stops innovating. We’re committed to ensuring Wrap is a platform fit for the future and able to meet the needs of the changing industry.
All investment solutions
price tag

Wrap charges

Our simple charging structure represents fair value for advisers and their clients. Additional benefits are available for wealth clients with over £1 million in platform eligible assets.
View Wrap platform charges
price tag

Wrap charges

Our simple charging structure represents fair value for advisers and their clients. Additional benefits are available for wealth clients with over £1 million in platform eligible assets.
View Wrap platform charges
Investments

Wrap funds

Wrap gives clients access to thousands of funds, multiple asset classes and the ability to add specific funds or investments on request.
View our fund lists
Investments

Wrap funds

Wrap gives clients access to thousands of funds, multiple asset classes and the ability to add specific funds or investments on request.
View our fund lists

More Wrap features

Pre-funding

We pre-fund new investments, fund switches, tax relief and rebalances. So your client’s money is invested quicker and for longer.

Drawdown Price Lock

Help to maximise client savings with our full drawdown flexibility and our new, innovative Drawdown Price Lock.

Discover our Drawdown Price Lock

More resources for advisers

 

  • Literature

    Literature

    Important and useful documents, including product guides, forms, terms and conditions and sales aids.
    Browse our literature
  • techzone

    Techzone

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

    Continuous professional development (CPD)

    Accredited modules on topics that can help you provide a high-quality service to your clients.
    More about the modules

Already with us?

  • Get in touch with your usual Wrap contact
  • Call us: 0345 279 1001

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