At abrdn we understand that every business is different and so are every one of your clients. That’s why we offer two highly rated platforms to suit both your and your clients’ needs, both with an A rating from AKG.
Our powerful Wrap platform can support advisers and clients of any size
Find out how our Elevate platform can help you deliver high-quality advice at scale
Our literature library is full of useful product guides, technical information, forms and resources to help you explain our solutions clearly
Our news and insights pages feature regular platform news, industry and product updates, and useful fund change information. You will also find technical support with products, CPD learning modules and more.
If you need support with any of our services, you can often find the answers in our help pages. You'll also find tools and literature to help you look after your clients
Learn more about what our platforms can offer you and your clients
Find out how the abrdn group can help with your investment proposition
How we can support your business
Explore our Wrap, Elevate or Fundzone platforms
Get information about Wrap products and how they can help your clients
Find everything you need to know about the investment solutions available on Wrap
Offering our best ever value and an innovative Drawdown Price Lock
Useful tools to help you manage clients and keep them on the right path
Get information about Elevate products and how they can help your clients
Find everything you need to know about the investment solutions available on Elevate
We pride ourselves on a clear and easy to understand pricing structure
Useful tools to help you manage Elevate clients and keep them on the right path
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Information and insights around key industry changes
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Get answers to a range of product and service related questions
Following the Wrap upgrade, the guides in this section have been updated to reflect new journeys on the platform.
Please see the table below for adviser charging payment days regarding ISA, Personal Portfolio and Cash Account. Please note that SIPP and Bond adviser charging payment days may be different.
Frequency | Future payment date/day |
---|---|
Weekly | Monday |
Fortnightly | 2nd & 4th Monday of month |
Monthly | 25th of month |
Quarterly | 25th of March, June, September & December |
Payment date is the day payment is paid from the platform. Payments are made by BACS and can take up to 4 working days to reach your bank account.
You can amend active payment instructions under Transactions > Payments/Withdrawals. Use the options within the actions column to make any changes. If you do not have the action column, you can use the Table Editor to add this in. For ISA and Personal Portfolio, you can now edit the amount, charges, and investment selection.
See the Single Contributions or Regular Contributions guide for more information on amending payments in
See the Withdrawals guide for more information on amending payments out.
You can see all accounts linked to the client from within their client record. You can filter the client view to look at specific accounts, such as the individual or joint account, and your filter preferences will be saved for the next time you load up the client record.
To do this, go to Summary Page and select the Total Client/Filter View Dropdown.
Cash Transactions gives a breakdown of all cash movement within an account with the option to export to excel if needed.
You can filter the transaction type to refine your search.
For a history on any payments into the account, update the transaction type to Capital In.
To see any payments out, update the transaction type to Capital Out for ISA, PP and Tax-Free Cash Payments or Withdrawal for SIPP Income details.
You can also click on the eye icon for further detail on transactions.
See the Single Contributions guide, Regular Contributions guide or Withdrawals guide for more information.
Use our quick actions menu on the summary page to select key processes to carry out on your client’s account. You can find the quick actions via the three dots adjacent to the product or on the product tiles.
You can also access the ‘What If’ and ‘No Change’ tools for new client illustrations on ISA and Personal Portfolios.
Our Product Tiles give you tailored information per product including active regular instructions, cash balances, and remaining ISA allowances.
Click into our ISA, Personal Portfolio and Cash accounts for a summary of payments in, withdrawals, charges, and product information.
Our SIPP product tile shows you a pre and post pension split, LTA information, tax code and any income instructions in place.
Client access is set up from within the client account under Activity > Create New User.
The user will have access to all accounts they play a role in as long as these accounts have their Client Portal Permissions set to yes. You can update Client Portal permissions via Roles > Head Account > Account Information > Client Portal Permissions.
See Setting Up Client Portal Access for more information.
Find out about accessibility tools and further support for you and your clients, from communications in additional formats to usability of our websites and platforms. More accessibility information
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This website is provided by Aberdeen Corporate Services Limited. It describes products and services provided by members of the abrdn Group (abrdn plc (SC286832) and its subsidiaries) and the Phoenix Group (Phoenix Group Holdings plc (11606773) and its subsidiaries). Full product and service provider details are described in the legal information notice.
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abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL