Using a wrap allows us, and you, to view your investments and to assess their progress 'as a whole', through one wrap-platform provider.
Wrap Platforms are online portfolio administration tools providing a consolidated view of investments in one place. This can include cash, savings, investments, pensions, individual shares and property.
This has the following advantages...
“I knew I had a portfolio of investments, ISAs, various pension schemes and life policies but no idea of their specific details or combined value. LDC introduced me to the idea of having a WRAP platform where I can see everything set out clearly. Furthermore I can now manage my assets and track their value on a daily basis. Great concept; many thanks.”