Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

abrdn plc

For shareholders, careers and company information.

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Elevate adviser charging

Adviser charging for Elevate

This guide is full of information to help you understand ongoing adviser charging.

Elevate help guide: Ongoing Adviser Charge (PDF)

Related help

Adding a new individual client

Agency services and integration

Getting set up to do business on Wrap.

Getting the most from your dashboard

Managing workflow items and notifications.

Getting started with Wrap

Mailock encrypted email for Wrap

Create and manage model portfolios with Elevate