Broker concierge and shared services

Many advisers today seek the freedom and independence of running their own wealth management practice, but hesitate to take the first step when they consider exactly what is involved.  Powerwrap can provide a fully operational and bespoke shared services framework that delivers a tailored environment for advisers, brokers and their clients.  Incorporating our Investment Platform, shared services and a range of other support services, enables advisers and brokers to focus on what they do best, advising, investing and stewarding the wealth management needs of their clients.