“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 offer 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.
Manage your investments on the True Potential Platform.
Manage your investments on the Parmenion Platform.
Give us a call if you need any help with this section, so we can talk you through the process of using a wrap platform.