Xplore Wrap & Managed Account

Deliver benefits
to your clients

A wrap account enables the adviser to consolidating and manage their client’s investment portfolio. They revolve around a central cash account, which pays interest and serves as a transitional account, funding buy transactions, and receiving the proceeds of sold investments and income received.

The wrap is operated by a trustee but the investor retains beneficial ownership of the underlying assets.

• Consolidate all investments in one place
• Online access to view consolidated reports and enable quick and easy portfolio management.
• A single consolidated tax report at the end of each year.
• An extensive range of investment choices allowing diversification across and within asset classes, as well as across different equity styles.
• Access to boutique investments