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
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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
Up to date platform, market and industry news
Useful insights and support to help your business
Information and insights around key industry changes
CPD learning modules and events to help grow your business
Find the best way to speak with us about a range of topics
Get answers to a range of product and service related questions
To complete registration for your adviser firm, you need to be authorised to accept the Platform Adviser Terms of Business on behalf of your firm.
It's easy to sign up to Wrap online. If you have the right details on hand, signing up will take between 10-15 minutes. In most cases there's no need to call or post signed forms.
If your firm is already using Wrap and you want to add new advisers, send a request to email@example.com – you don’t need to complete the sign up form. Your request should include these details:
Before you start our online sign up process, follow these three steps:
Please take time to review Wrap’s capabilities and whether it meets your client and business needs. We’ve created a guide to help you perform these due diligence checks
Download the due diligence guide
If you have questions or want to discuss your particular need, please speak to your usual abrdn contact or email us at Business.Development@abrdn.com.
You can use this guide to review Wrap with your clients and help determine if Wrap is right for them and what they can expect.
To register you must have the authority to accept the Platform Adviser Terms of Business on behalf of your firm.
You will also need:
*As part of changes in AML regulation, and increased focus on AML policies post the Russia/Ukraine conflict, we want to ensure that abrdn and the firms we do business with are meeting regulations.
This means that we have enhanced our Wrap Platform onboarding forms to capture key AML data points and obtain attestations from new IFA firms and new Appointed Representatives (ARs) of existing IFA firms. This is to protect you and your customers from money laundering and fraud and avoid the need for direct customer contact.
The regulations (Money Laundering Directives 4 & 5) are vast and have a high level of interpretation, we therefore want to partner with you to ensure compliance for you, your customers and abrdn.
We’ll set you up on Wrap and send you two emails within 5 working days. One with your new login details, the other with a link to create your own password.
Then your adviser and admin user can start using Wrap straight away. Your admin user can also start adding other staff from your firm.
To complete registration for your adviser firm you need to be authorised to accept the Platform Adviser Terms of Business on behalf of your firm.
To get started – select the appropriate answer below. Is your firm an appointed representative firm which belongs to a principle firm or network?
My firm is not an appointed representative My firm is an appointed representative
If you need any help completing the form please speak to your usual abrdn contact or email us at firstname.lastname@example.org.
Issued by a member of abrdn group, which comprises abrdn plc and its subsidiaries.
This website is provided by Standard Life Savings Limited. It describes products and services provided by the abrdn Group (including Standard Life Savings Limited and Elevate Portfolio Services Limited) and the Phoenix Group (including Standard Life Assurance Limited, Standard Life Trustee Company Limited and Standard Life International dac).
The abrdn Group comprises abrdn plc (SC286832) and its subsidiaries. The Phoenix Group comprises Phoenix Group Holdings plc (11606773) and its subsidiaries.
Full product and service provider details are described in the legal information notice.
Wrap Platform, Wrap Personal Portfolio, Wrap ISA and FundZone Platform are all provided by Standard Life Savings Limited, which is part of the abrdn Group.
Standard Life Savings Limited is registered in Scotland (SC180203) at 1 George Street, Edinburgh, United Kingdom, EH2 2LL. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Wrap platform.
Wrap SIPP and Wrap Onshore Bond are both provided by Standard Life Assurance Limited, which is part of the Phoenix Group. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Wrap Offshore Bond is provided by Standard Life International dac, which is part of the Phoenix Group. Standard Life International dac is a designated activity company limited by shares and registered in Dublin, Ireland (408507) at 90 St Stephen’s Green, Dublin. Standard Life International dac is authorised and regulated by the Central Bank of Ireland and subject to limited regulation in the UK by the Financial Regulation Authority. Details about the extent of its regulation by the Financial Conduct Authority are available on request.
The Elevate platform, Elevate ISA, Elevate GIA and Elevate PIA are provided by Elevate Portfolio Services Limited, which is part of the abrdn Group.
Elevate Portfolio Services Limited is registered in England (01128611) at 280 Bishopsgate, London EC2M 4AG and authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Elevate platform.
Copyright © abrdn plc 2023. All rights reserved.
abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL