AdviserAsset Platinum
Wrap has been rated platinum for the last 9 years by AdviserAsset. The platinum rating reflects the strength of service and solution that empower you to achieve good outcomes for your clients.
Aberdeen Wrap
Aberdeen Wrap empowers you to do business your way and deliver more for the clients you serve. It brings together all the elements you need to create your client proposition and operate with efficiency. You can benefit from:
- A comprehensive suite of tax wrappers: Benefit from a full suite of tax wrappers which now includes Flexible ISA, Junior ISA, Junior Sipp and multiple personal portfolios. So, you can build a tax-efficient plan to meet the needs of your clients, as well as their families.
- Fully flexible investment options: Choose from a broad selection of managed portfolio solutions from over 100 discretionary managers, or build your own model portfolios from our full range of investment options. Wrap’s smart technology lets you streamline your processes, saving time, managing risks and helping you service clients at scale.
More information on the key Aberdeen Wrap features and charges can be found below.
Available products & wrappers
| General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior Pensions & SIPPs | Onshore bonds | Offshore bonds | Other |
|---|---|---|---|---|---|---|---|---|
Available investments
| UK funds | Offshore funds | ETFs | ITs | Equities | Bonds | Other |
|---|---|---|---|---|---|---|
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| £0-£250K | 0.30% | ||
| £250k-£500k | 0.20% | ||
| £500k+ | 0.10% | ||
| Offshore bond | 0.12% | ||
| Exchange-traded transactions up to £25k | £10 per trade | ||
| Exchange-traded transactions from £25k to £100k | £25 per trade | ||
| Exchange-traded transactions of £100k+ | 0.025% of trade value |
ESG Hub now available on Wrap
The ESG Hub on Aberdeen Wrap is designed to support your client conversations on specific environmental, social and governance (ESG) themes and capture your client’s ESG preferences.
The tool is fully integrated within the Wrap platform and powered by the latest independent ESG data. It quickly evaluates your client’s ESG preferences against their portfolio on Wrap and this data can be used to generate a tailored ESG report to share with your client.
A range of services to meet your clients needs
Product solutions
- Full-suite of tax-wrappers – access the products you need to build a tax-efficient plan for your client and their families.
- Drawdown flexibility – tailor your client’s pension income to suit their needs. Aberdeen’s drawdown price lock allows clients to lock in their platform charge when assets are at their highest.
- Most compelling pricing ever – Aberdeen’s simplified charging structure rewards your client with lower charges the more they invest. No exit, switch or hidden charges. They may also benefit from family linking discounts.
- Cash solutions – Aberdeen offers a range of fixed term deposits and notice day accounts to suit a variety of client goals, fully integrated on Wrap.
Support for your Centralised Investment Proposition (CIP)
- Full range of managed portfolios – access a range of active, passive and sustainable managed portfolios from 100+ DFMs including Aberdeen MPS.
- Whole of market fund choice – 4,000+ funds to choose from, including ESG options, exchange traded assets and discounted share classes.
- Model portfolio functionality supports you to create and efficiently maintain portfolios on an advisory basis while managing risk in your business.
- Technology for running discretionary portfolios enables central control over the portfolio management process with bulk rebalancing, automated rebalancing and a range of other specialist capabilities.
Platform functionality
- Modern intuitive experience – the intuitive platform design helps you get things done quickly and easily.
- Pre-funding of investments – Aberdeen pre-funds new investments, fund switches, tax relief and rebalancing to ensure your clients are invested faster and for longer.
- E-signatures to save time – one digital signature from account opening to drawdown.
Service that supports you
- Experts on hand – Aberdeen has a team at the end of the phone ready to provide personalised support, including problem solving on screen with co-browsing.
- Technical consultancy and insight – useful insight, guides, webinars and CPD support from experts qualified in tax, trusts and wealth transfer.
- Aberdeen’s experienced team of Platform Consultants assists with setting up Wrap in your business and will build a training programme for your team.
Want to find out more?
Contact Aberdeen’s Business Development team to discuss your needs.
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Defaqto Expert Rated 2025
Wrap’s Five Star Rating from Defaqto in 2025 marks the eleventh consecutive year. Wrap has received this rating for comprehensive functionality, ease of use and online servicing.
AKG A rated (Superior)
Aberdeen is proud to have received an A rating for eight years in a row for their Wrap platform. This independent endorsement gives you peace of mind that they’re a safe home for your clients’ investments.