Read about our streamlined platform and digital solutions.

Our focus is on providing you the best service and products possible.

Now more than ever, it’s important we continue to evolve with our environment. We’ve looked at how we deliver our services and have made enhancements to our platforms and products to ensure you receive a reliable and streamline experience, at all times.

What's new?

Adviser Online production releases

You may have already noticed a few important changes we’ve made to our features and design. These include updates to areas such as: 

  • Client information: being provided to you from within Adviser Online
  • ‘What’s New’ pop-up window: communicating any new enhancements made to Adviser Online to you, as soon as you open the platform
  • Side Navigation: now shows first and second level navigation options
  • Online messages: won’t be shared to you once you’ve read and closed them
  • ESI details: are consolidated to make this information easier for you to view


IDPS Automatic Income Redirection
We’ve heard your feedback and soon you’ll be able to easily elect to automatically redirect your clients’ income from their Wrap cash account to their nominated bank account.

What's next?

Platform development and continuing enhancements

Over the last few weeks, we’ve recognised a significant increase in our platform usage. To manage this volume efficiently, we’ve focused on testing various areas and functionalities to ensure our platform continues to perform seamlessly.

To do this, we’re continually monitoring our systems with an established high care team. The testing also provides us with insights into which areas of our platform need improvement, allowing us to deliver further improvements across the next month to strengthen these areas.

Our platform and product insights

We’ve recently redesigned our public website ( to provide a better online experience for our clients and partners. On our new Insights page, you’ll find information about our products and services, as well as tools and resources are available online to help you manage your business.

In the coming weeks, you may also notice changes to the look and feel of some other existing pages you frequently visit, such as the Adviser Tools page (used to download important forms, guides and offer documents).

We've added more managed funds for you to choose from

Your choice of funds and SMAs continues to grow so you can offer your client a highly tailored investment portfolio. Choose from 700+ managed investments on platform and 170+ SMAs across 40+ SMA managers.

New fund-like securities
Morningstar International Shares Active ETF MSTR **

New Managed funds (April 2020)
L1 Capital UK Residential Property Fund IV ETL8410AU *

New Wholesale Managed Funds (IM)
Aquasia Enhanced Credit Fund (IM) AQU8075AU *

*IDPS only
**IDPS and Super/Pension

Adviser Help Centre

Adviser Help Centre has hundreds of articles to help answer common questions regarding our products, platform and digital functions. Make sure you check it out before calling us to help keep the lines free for more complex queries.

Need help?

Get in touch with us if you’d like more information regarding any of these updates.

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