We’re accelerating our single platform strategy to make Adviser Online your single, secure portal for all your essential tasks. As part of this change, we’re making some navigation changes and are consolidating reporting and a small number of other features. From Thursday, 14 May 2026, several legacy Wrap Online functions will be retired.
We’re retiring items that meet one or both of the criteria below.
- A replacement is available in Adviser Online.
- The report is no longer required or is not in demand.
The tables below list the reports that are retired from Wrap Online and, if replaced in Adviser Online, where you can find them from 14 May 2026. Please note that the account-level reports we’re removing will also be removed from batch reporting, where applicable.
Account-level changes
Report | Location |
Client Fee Report | Account-level ‘Fees’ tab: Account > Fees > Fee statement. |
Fee Summary | Account-level ‘Fees’ tab: Account > Fees > Fee profile. |
Available cash & pending transactions | Account-level ‘Portfolio’ tab: Account > Portfolio > Valuation. |
Advice to Centrelink/Veteran Affairs | ‘Centrelink’ tab: Account > Centrelink. |
Order confirmation, View contract notes | Under ‘Work in progress’ in Wrap Online. |
Super/Pension Tax Calculation | N/A - Retired. |
Book-level changes
Report | Location |
Clients and accounts, Account details and listings | Client and account list: Clients > Client list or Clients > Account list. |
Accounts by adviser, Accounts by product | Account list (which you can filter by product or dealer/adviser): Clients > Account list. |
Portfolio performance | N/A - Retired. |
Investment closures report | N/A - Retired. |
Other changes
Wrap Online functionality | Location |
‘Reporting’ option in the side navigation | Renamed ‘Business’. You can find your book level reports within this menu, including:
|
Market information | Tools: Market data > Market information. |
Update contact details | Client: Client overview > Update Wrap client details. |
Setup ESI data feeds | User profile icon on the right-hand side of the top menu: Your name > ESI details. |
Client details - file notes | N/A - Retired. |
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