Wrap
Perspective are committed to embracing the latest technology to ensure that our client proposition remains of the highest quality. We have partnered with Nucleus Financial Services to develop an adviser platform that will enable us to provide our services efficiently and effectively.
Wrap technology has been used extensively in Australia and the US by financial planning firms, and we firmly believe that this forms the future for financial advice in the UK.
Our wrap platform provides clients with the following:
- Access to over 1800 funds at institutional rates
- A full suite of tax wrappers at market leading prices
- Real time online portfolio valuations
- Consolidated reports and tax vouchers
If you would like to know more about wrap technology, please visit the Nucleus website.
To understand more about our platform please contact us and we will arrange for an adviser to contact you in due course.