Services: Wrap Platforms and Fund Supermarkets

Increasingly our clients wish to have on-line access to their savings or investment policies. As the number of policies grows our clients end up managing a series of user names and passwords which can make managing a large portfolio complicated.

The Wrap account has a long-established and successful history around the world. The basic concept is to provide private investors with a centralised and complete realtime view of their investment portfolio, be they held in a pension, ISA, Unit Trust, Sipp or bond.

There are a number of different wrap providers, each of which has it's pros and cons. [click for an on-line demonstration of the Transact system.] Our advisers can help select a suitable one for your portfolio if appropriate but most offer realtime valuations, on-line fund switching and research facilities. They also allow Tisco to provide holistic investment advice across the entire portflio.

If you would like any further information, or have any questions, please use the 'contact us' feature, or call on 0800 169 2827.