About the Investment Management Hub
The Hub gives you the right tools and functionality to manage your model portfolios while delivering client value.
Join the HubTechnology enabled investment solutions
Through the Hub, discretionary portfolios can be made available to adviser firms using the Wrap platform.
Both the Managed Portfolio Service (MPS)* and Individually Managed Accounts (IMA) are investment solutions for advisers, giving you control over asset allocation and portfolio management while the financial adviser retains control of the client relationship.
*Also referred to as Separately Managed Accounts (SMA).
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.
Reduced cost and risk
- The Hub creates capacity through a single proposition view; custody, trading, settlement, CASS and regulatory disclosure all on one platform.
- Investment managers access a separate user interface – avoiding conflict with financial planners.
Fund choice and investment validation
- Access to more than 3500 mutual funds including discounted share classes and the ability to offer exclusive fund deals.
- Also invest in listed securities with efficient and low cost bulk trading of ETFs, Investment Trusts and direct equities.
Time saving tech
Reducing manual intervention increases your efficiency and reduces risk, helping you serve more clients. You can also access MI and account information at your fingertips.
For example, automated rebalancing options, straight through processing and automatic activity queues mean there is no manual intervention required.
Delivering a great client experience
- Manage client’s individual investment needs
- Maximise tax allowances and minimise tax liability through efficient CGT strategy*
- Transparent charges for financial advice and investment management
- Portfolio statements that track performance and transactions
- Low cost equity trades
Managed Portfolio Service (MPS)*
Through MPS, financial planners and discretionary managers can leverage the Wrap platform and the Hub to manage client portfolios. *Also referred to as Separately Managed Accounts.
Individually Managed Accounts (IMA)
Through IMA, financial planners and discretionary managers can now create individual client outcomes, at scale, using automated processes.
A highly rated investment solution
Schroders UK Platform Awards
In 2022 Wrap was voted the best platform provider (AUA over £40bn) award for the ninth consecutive year. It also won the award for leading platform for Discretionary Management.
AdviserAsset
Wrap has been rated platinum for the last 9 years by AdviserAsset.
AKG
Aberdeen received the only A rating (Superior) for financial strength for both Wrap and Elevate. Aberdeen is the first UK adviser platform solutions provider to achieve and retain this prestigious rating.
Defaqto
Wrap’s 5 Star Rating marks the eleventh consecutive year. Wrap has received this rating for comprehensive functionality, ease of use and online servicing.
Join the Hub
Contact us to find out more about how the Hub can support you and your adviser clients.
Due diligence support
Download our due diligence guide for everything you need to know about the Hub.