The wrap and platform market can be a difficult place to navigate your way around, and it’s not going to get any easier as new entrants pile in to get a piece of the action.
So we’ve tried to make things that little bit easier with a factfile on each of the major wraps and platforms, going into all the detail you need to know when picking which one is right for your business.
Fund ranges, tools, charges, wrappers and back office links – they are all covered by our factfiles, together with the verdict of a financial planner using the platform.
Just click on the wrap name to open a PDF of its factfile.
Novia
Selestia co-founder Bill Vasilieff’s Novia platform has Transact in its sights as it aims to compete with the market’s leading wraps.
Elevate
AXA’s new Elevate platform has been soft-launched among some advisers, with a full launch expected later this year.