Online Portfolio Review
You want to keep track of your portfolio. Yet you have better things to do than decipher every detail. Provisio’s Wrap with sophisticated portfolio views gives you the best of both worlds — relevant, timely information available online 24/7.
Wrap is an online aggregation service that allows for the management of all your investments in one place, giving you instant online access to valuations and performance data across your entire portfolio.
A Wrap saves both time and money by providing you with:
- A single point of entry to an extensive range of products and investments including ISAs, Unit & Investment Trusts, Equities, Onshore and Offshore Investment Bonds, Pensions and of course ETFs
- A ‘one stop shop’ for transactions, cutting down the hassle of dealing with multiple providers and streamlining processes
- A single view of your whole portfolio on one statement
How the Wrap works
In a fee paying environment, it doesn’t generally benefit clients for assets to be held by different institutions as fees for advice and administration will be higher. It is now possible to hold the vast majority of these assets in one place in an open architecture Wrap.This Wrap can buy and hold most worldwide investments, both retail and institutional. This in turn allows cheaper and more efficient administration by Provisio.
Asset Allocation is key and this can only be efficiently viewed, managed and administered if all assets are held under one Wrap. A consolidated investment approach across all your assets means we are able to control risk through regular rebalancing.
Additional benefits of a Wrap
- Wide range of investment options including Provisio’s scientifically designed multi-asset portfolios
- Wide range of tax planning products to meet your changing financial needs
- Single fee structure removing all commission bias
- Access to institutional investment funds which can halve the cost of investing
- Very low transaction costs enable investment decisions to be made on merit
- Timely transactions enabling effective asset allocation
