Wrap is a specialist service and technology platform for progressive adviser businesses. If you’re looking to deliver sophisticated wealth management solutions for your clients in a scalable, controlled manner, Wrap could be right for you.

Market-leading and innovative portfolio management solutions:

• Professional Portfolio Manager helps you to scale your advisory investment process and serve more clients with a wider range of investment solutions in a more efficient way.
• Individually Managed Accounts supports you to deliver client-led investment outcomes without the need for continued intervention, saving you time.

New client portal and improved reporting now available on Wrap:

• We've launched a new client portal designed to the latest digital standards that gives your clients access to high level plan information – this will be rolled out to firms in phases to ensure we can fully support your business.
• Wrap now offers a new client snapshot report with an engaging view you can easily share with clients.
• You now have access to new income and withdrawal reports to help you fully support clients taking an income.

Wide range of investment solutions:

• Through Wrap, your clients can invest in mutual funds, equities, ETFs, bonds, gilts, investment trusts and VCTs. Giving them more choice.
• You can create your own model portfolios for your clients or you can use a range of model portfolios from discretionary investment managers.