Latest developments and enhancements
The latest on our regular platform updates.
July 2024 updates
23 July - Fully integrated cash solutions on Wrap
Your Wrap clients with a Personal Portfolio can now access a range of fixed term deposit and notice day accounts, fully integrated on abrdn Wrap. See the cash solutions page for details.
17 July - Wrap client reporting enhancements
We’ve added a model portfolio summary view to our Client Portfolio Report, creating a more concise report to share with your clients. This new option can be selected on the Client Portfolio Report builder and gives the choice of including the model portfolio underlying funds (detail view) or simply the headline values (summary view) for valuation and/or performance details.
17 July - Wrap trading functionality enhancements
We’ve updated the buy, sell and switch journeys as follows:
- when a combination of mutual funds or equities and model portfolios are held in an account, the sell journeys (both standalone and as part of a switch) will now fully support all options on one page – individual holdings can be sold as either £, % or units (hub models excluded from unit sales).
- when an adviser model contains cash, the % allocation of cash will now show on the buy (both standalone and as part of a switch) journeys.
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