Why choose Wrap
A platform that empowers you to deliver more for your clients.
Important information.
Product solutions
- Full-suite of tax-wrappersAccess the products you need to build a tax-efficient plan for your client and their families.
- Drawdown flexibilityTailor your client’s pension income to suit their needs. Our drawdown price lock allows clients to lock in their platform charge when assets are at their highest.
- Competitive, simple pricing structureOur simple, three tiered charging structure rewards your client with lower charges the more they invest. No exit, switch or hidden charges.
Support for your Centralised Investment Proposition (CIP)
- Full range of managed portfoliosAccess a range of managed portfolios from 100+ DFMs including active, passive and sustainable options.
- Whole of market fund choice4,000 + funds to choose from, including ESG options, exchange traded assets and discounted share classes.
- Discretionary and advisory portfoliosPowerful portfolio tools for discretionary managers to build, edit and rebalance advisory portfolios.
Platform functionality
- Pre-funding of investmentsWe pre-fund new investments, fund switches, tax relief and rebalancing to ensure your clients are invested faster and for longer.
- Esignatures to save timeOne digital signature from account opening to drawdown.
- Modern intuitive experienceOur intuitive platform design helps you get things done quickly and easily.
Service that supports you
- Experts on handWe have team members at the end of the phone ready to provide personalised support.
- Technical consultancy and insightUseful technical insight, guides, webinars and CPD support from experts qualified in tax, trusts and wealth transfer.
Get support on due diligence
Find all the information you need about Wrap so you can make sure it’s right for your business and your clients.
Consumer Duty - our value assessment
We’ll confirm at least once a year that the products we manufacture or distribute provide fair value to the customer.
ESG Hub now available on Wrap
Our fully integrated tool designed to support client conversations on sustainable investment choices.
Is it time to review your investment proposition?
Wrap puts you in control with powerful technology and a range of investment options.
Fully integrated cash solutions now available on Wrap
Offering your clients a wide range of fixed term deposit and notice day accounts to suit a variety of financial goals.
Our award winning platform
Get started with Wrap
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.