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abrdn Wrap

Willingness to recommend

4.03/5

Integrations

3.84/5

Value for money

3.77/5

Service

4.18/5
Based on 157 reviews

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About the provider

Wrap is designed for clients with complex needs in accumulation or retirement that require sophisticated multi-goal, multi-wrapper investment solutions. It provides a comprehensive breadth of investment options which meet the demand from advisers to deliver their CIP and meet individual client needs. Advisers can run integrated model portfolios with bulk rebalancing, bulk switching, CGT modelling and client reporting on a discretionary or advisory basis. All within controlled segregated functionality ensuring that the adviser stays within their regulated permissions. Wrap provides complete flexibility to select multiple portfolios across tax wrappers or mix discretionary portfolios with investments from across the entire 8000+ asset classes.

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Ownership:

abrdn

Partnerships:

FNZ (core platform and administration)

NextWealth analysis

abrdn Wrap is among the largest platforms by assets and is also one of the fastest-growing. They offer excellent technical support to financial advice businesses, particularly around pensions and income drawdown. They also offer excellent support for managing model portfolios on platform - both to advisers and DFMs.

They recently introduced Individually Managed Accounts (IMA) to offer more customisation of portfolios for individual clients. The service was inspired by the rise of separately managed accounts. Advisers like it – DFMs say it can be complex.

abrdn claims never to have missed an income payment for a customer in decumulation. This combined with strong service and technical expertise make Wrap a safe choice. The only complaint is about price – 29% of advisers in our most recent survey gave Standard Life Wrap a negative score for “value for money”.

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Integrations

Based on 157 reviews
3.84/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Research
Risk profiling and suitability

Adviser Office (IRESS)

CURO (Time4Advice)

Enable (Best Practice)

focus:adviser (Focus Solutions)

intelliflo office (intelliflo)

Plum Software (a Morningstar company)

Xplan (Iress)

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

Capita Financial Software

Synaptics

Dynamic Planner

Reviews

Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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