Our online service

Technology plays an important role in the Munro Active Wealth Management proposition and the solutions we create for you.

Our Active Wealth Management proposition uses a tool called ‘Wrap’. Wrap is a user-friendly online administration portal, which allows you to hold all your pension and investment assets in one place – regardless of where your actual funds are invested.

By using Wrap you will benefit from online valuations, past performance reports and a host of other useful information.

It is also of benefit to us to help facilitate review meetings. Wrap provides a complete overview of all your investments which allows us to focus on the other more personal aspects of your review, such as changing circumstances or objectives.

Wrap makes managing your wealth much simpler and adds value to our service.