Latest developments and enhancements
The latest on our regular platform updates.
We continuously invest in our solutions to deliver improvements that you tell us matter most to your clients and your business. We undertake regular enhancements to optimise your platform experience, helping you to run your business more effectively and continue to enhance the service you offer your clients.
March 2025
Wrap usability and navigation improvements
We’ve listened to your feedback on how we can make Wrap even easier to use. With this latest Release, we’ll make it quicker and easier for you to identify the customer account you want when using our client search function.
- The improvements we’ve made will save you time identifying the customer account you want to work on.
- When using our client search function key client information will now be returned in the search results including name, adviser reference, account number(s), client role(s), date of birth / age, email address and NINO / Identifier.
- When searching for a client we will return additional information to make it quicker and easier to identify the right account.
- We have also introduced the ability to search/filter for prospect clients. To do this select prospect as the status of the client you are searching for with the account role remaining as all.
- We’ve moved the Advanced Search function to the right-hand side, allowing you to search for products, mandates, regular payments, or withdrawals.
Adviser help centre
You can find a range of quick guides on key processes and information to help with using our platforms.
February 2025
Wrap reprice extended to existing clients
We've now rolled out our reduced, simplified pricing structure to all existing Wrap clients, offering our most compelling pricing ever, for all sizes of client portfolios. The key changes to our standard charges are as follows:
- 5bps+ reduction at all tiers up to £1m
15bps reduction in the £500k to £750k tier
Simplified platform charging with one less tier
- Removal of the product administration charge on Wrap SIPP and Onshore Bond.
Previous developments
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