Skip to main content
LoginRegister
  1. Home
  2. Adviser help centre
Help

Wrap video gallery

Unlock the full potential of Wrap with our comprehensive library of video tutorials. Whether you're a beginner or a seasoned pro, our step-by-step guides will help you master every feature and function.

Setting up Unipass

If you don't already have Unipass set up, follow the steps in this video to get started. 

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.

More related to this help

Using the ‘What If’ tool
Client portfolio report
Transferring to Wrap
Product quotes and new business
Business level data and reporting
Getting the most from your dashboard
ISA in-specie transfer
Add or amend user access

Related help

Using the ‘What If’ tool

How to illustrate changes to a client’s product including contributions, withdrawals and adviser charging.

Client portfolio report

How to produce a client portfolio report from the platform

Transferring to Wrap

How to guides on transferring your client's products to Aberdeen, and tracking in progress transfers.

Product quotes and new business

All help articles and videos relating to quotes and new business on Wrap.

Business level data and reporting

How to view and produce reports on your business level data.

Getting the most from your dashboard

Managing workflow items and notifications.

ISA in-specie transfer

How to request an ISA in-specie transfer

Add or amend user access

Guide to adding, amending and troubleshooting adviser access on Wrap.

Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.