Your WRAP Platform

A WRAP platform is a web-based system that offers up the possibility for us, as your advisers, to manage a range of your assets which are ‘wrapped’ into one place. A platform is like a computerised filing system that allows us to bring together a wide range of investments, analysing a portfolio’s performance and calculating valuations far more rapidly than would be possible if the information was kept on separate files.

The majority of our clients are advised to use platforms and the main platforms that we tend to use can be found below, with links for the clients to access their investments on a day to day basis, should they so wish.

My Standard Life

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My Novia Financial

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Fidelity International

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