Investment Management Hub
Take a closer look at how our award-winning investment hub can make managing your model portfolios easy.
150+
Investment businesses supported
Award-winning
Industry recognised provider
4000+
Share classes on the Hub
New to the Hub?
The Hub takes the complexity out of managing your model portfolios.
The Hub's processes have been designed to enable advisers to do business their way. The streamlined processes can help you deliver clients' investment goals whilst giving you a great experience.
The technology helps you put the needs of customers first by delivering the right access and support for managing your model portfolios.
Risk Warning
This content is for users of the Wrap Investment Hub and must not be relied on by anyone else. The value of investments can go down as well as up and may be worth less than originally invested.
How it works
The Hub is our specialist technology for managing model portfolios and is seamlessly integrated with the financial planning capability of our Wrap platform.
This makes it easy for investment professionals to focus solely on the management of their portfolios and allows advisers to concentrate on working with clients to achieve their goals.
Seamless integration, straight through processing and look through creates efficiency, scale and reduces risk.
Find step-by-step guides and key questions answered in our help for the Investment Management Hub below.
Getting set-up & managing access
Creating & managing portfolios
Transacting on the Hub
Charges
