Setting up Unipass
If you don't already have Unipass set up, follow the steps in this video to get started.
How to add or amend adviser users
Watch our quick guide video for setting up new users on the platform.
Dashboard (getting started)
Watch our quick guide video for how to make best use of your platform dashboard.
Client portal configuration
This short video shows you how to set up client portal for your firm, configure client access levels, and how your clients can register.
Quick quote and new business
Watch our short video on how to complete a new quote and how to set up a new client.
How to run an ISA quote
Watch our demo video on how to produce a quote for a new Stocks and Shares ISA.
Withdrawals on Wrap
Watch our short video on how to process a withdrawal.
Investment selection tool
Watch our short demo video for how to use the investment selection tool on Wrap.
Using the 'What if' tool
This short video shows you how to illustrate changes to a client’s portfolio.
Transfer tracking
Watch our short video for details on how to track transfers on our user dashboard.
Business management demo
This short video shows how you can see all your Wrap business information in one place.