If you aren’t sure whether Wrap offers the integration you need, see our full list of integrations and partners.
Using Wrap integrations
Aberdeen Wrap integrates with adviser systems such as intelliflo and Xplan, so you can complete key tasks without stepping outside your normal workflow.
With intelliflo, you can open a client in intelliflo, select a Wrap task and submit it directly within your usual process.
Wrap also supports a range of direct integrations, integration hubs and partner solutions. Depending on your system, you can enable services such as bulk valuations and electronic remuneration (EDI).
Getting started
To start using Wrap integrations:
- Check your adviser system supports the feature you need
- Ask your provider (e.g. intelliflo or Xplan) to enable it
- Complete any setup steps (such as installing extensions)
Most integrations are managed directly within your back-office system.
Create client and get documents with intelliflo
How it works
- Open the relevant client in intelliflo
- Select the appropriate Aberdeen Wrap task
- Review the details and submit as normal - all within iO
Short video guides
Electronic remuneration and bulk valuations
You can set up:
- Electronic Remuneration Statements (EDI):Receive statements directly into your chosen system
- Bulk valuations:Get daily, automated valuations for all your clients
Important: The ‘Contract Enquiry’ service for valuations will be ending soon.
If bulk valuations are available for your system, follow the steps below to switch.
If not, continue using ‘Contract Enquiry’ - we’ll let you know when it becomes available
If you’re not already using EDI or bulk valuations, you can request access.
Email wrap_servicing@aberdeenplc.com with:
- Subject: Back Office Integration
- Your firm name and FCA number
- The service needed (EDI, bulk valuations or both)
- Your software provider(s)
- Confirmation you’re authorised to request access
