Welcome to the Prosperity IFA Wealth Management WRAP
Welcome to the Prosperity IFA WRAP. This is a secure, online system that can hold
all your investments and provide online, up to date valuations and information.
The platform has its own generic tax wrappers (ISAs, Pensions and Investments) and
can hold any approvable asset, from Equities (shares) to ETFs, bonds and cash. The
platform has one low simple charge, strips out all retail costs and provides 'wholesale'
investment pricing.
In order to register for the platform, or if you have any problems accessing your
account, please contact us on
info@prosperityifa.com
or telephone 0207 183 2180.
The first phase of the rollout of your new platform has started. If your clients are not in the first phase, please do not attempt to access the new platform and continue to login as usual below.
If you are an adviser with clients moving in the first phase:
• Login to the new platform
• Access support for using both systems