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My Portfolio

“My Portfolio” is a selection of Wrap platform services. Wrap platforms are available exclusively to Financial Advisers. Commonly referred to as a "Wrap", often using the most modern and cost-effective Wealth Management systems to offers fully integrated online viewing and dealing facilities.

Wraps allow clients to aggregate their investments in one central location to hold, manage and view their entire portfolio quickly and efficiently.


Novia

Manage your investments on the Novia Platform.

True Potential

Manage your investments on the True Potential Platform.

Fidelity

Manage your investments on the Fidelity Platform.

Transact

Manage your investments on the Transact Platform.

Axa - Elevate

Manage your investments on the AXA Elevate Platform.

Nucleus

Manage your investments on the Nucleus Platform.

Standard Life

Manage your investments on the Standard Life Platform.