Why Choose Wrap for Advisers

NEW:

Reduced platform charges on Wrap. View the simplified and lower charges here

Full-suite of tax-wrappers
Access the products you need to build a tax-efficient plan for your client and their families.
Drawdown flexibility
Tailor 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 structure
Our simple, three tiered charging structure rewards your client with lower charges the more they invest. No exit, switch or hidden charges.

Full range of managed portfolios
Access a range of managed portfolios from 100+ DFMs including active, passive and sustainable options.
Whole of market fund choice
4,000 + funds to choose from, including ESG options, exchange traded assets and discounted share classes.
Discretionary and advisory portfolios
Powerful portfolio tools for discretionary managers to build, edit and rebalance advisory portfolios.

Pre-funding of investments
We pre-fund new investments, fund switches, tax relief and rebalancing to ensure your clients are invested faster and for longer.
Esignatures to save time
One digital signature from account opening to drawdown.
Modern intuitive experience
Our intuitive platform design helps you get things done quickly and easily.

Experts on hand
We have team members at the end of the phone ready to provide personalised support, including problem solving on screen with co-browsing.
Technical consultancy and insight
Useful technical insight, guides, webinars and CPD support from experts qualified in tax, trusts and wealth transfer.