Is it time to review your investment proposition?
As a result of increasing regulation and growing pressures on your time, you may be reviewing your Centralised Investment Proposition. Outsourcing to an MPS solution can reduce your regulatory burden and free up time to spend with clients.
If you’re thinking about outsourcing portfolio management, you need to consider not only the investment solution but also the technology you use to run it.
abrdn Wrap puts you in control with market-leading technology designed to power your CIP as well as a range of MPS solutions including abrdn MPS.
CIP technology
Our market leading technology is designed to power your CIP.
abrdn MPS
Wrap offers a range of MPS solutions including abrdn MPS.
Discover a platform designed to power your CIP
With abrdn Wrap you can unlock market-leading CIP technology that’s designed to power your advice process and your investment proposition.
Spend more time with clients
Wrap can help you run an efficient, compliant advice process so you can spend more time advising clients. You’ll benefit from:
- Fully embedded processes to manage cash, income and charges.
- Automated sequencing of trading and instructions.
- Straight-through processing.
Create tailored financial plans
Wrap gives you access to a range of flexible options so you can meet the diverse needs of all your clients. You can:
- Access a full range of tax wrappers.
- Mix and match MPS solutions within tax wrappers.
- Target portfolios for income or growth.
Engage your clients
With Wrap you can outsource portfolio management and stay in control of your client experience. You’ll benefit from:
- Engaging client reports designed to support your client conversations.
- An intuitive client portal so your clients can stay up to date with their investments.
- Back-office integration providing current valuations to support client engagement.
Learn more about CIP technology
Already using Wrap?
Speak to your usual abrdn contact to find out how Wrap can power your CIP or email our Business Development team.
Request a Wrap demo
Book a live, tailored demo of the platform with our Business Development team.
abrdn MPS - a comprehensive investment solution you can trust
abrdn MPS offers four ranges of risk-targeted portfolios featuring active, passive and sustainable options. Our MPS is available through a full suite of tax wrappers. So you can meet a range of financial needs and investment preferences.
Deliver value for your clients
Our team carefully manage the portfolios within a given risk budget, and aim to deliver consistent returns and value for money. You’ll benefit from:
- Industry wide research to select and combine best of breed funds.
- Disciplined portfolio construction delivering optimal returns within defined risk targets.
- Rigorous market monitoring to inform tactical portfolio adjustments.
- Competitive investment charges.
Have confidence your clients' investments are in capable hands
abrdn MPS is managed by our skilled discretionary portfolio management team. You’ll benefit from:
- 100 years of combined experience in building and running investment solutions.
- abrdn's global investment capabilities which complement the MPS team's skills and experience.