Macquarie Wrap is a Financial Planner led and focussed solution. It has been developed with you, your business and your clients in mind using the latest in investment administration technology to help you to better serve your clients and improve your operational efficiency.
Working in partnership
Throughout the development phase of Macquarie Wrap, we worked with a number of thought leading Financial Planners and took the time to understand their business processes and specific requirements. The end result is a solution that is relevant and reliable.
But, we understand that our solution cannot stand still. Macquarie Wrap needs to continuously evolve and requires ongoing investment as things change. This is why we are committed to continuous consultation and will continue to work with Financial Planners to ensure Macquarie Wrap is enriched and refined in line with your changing requirements.
Experience
We have long been an active participant in the retail wealth management market with more than 30 years experience in delivering financial products and services to support Financial Planners and their clients – we have grown the business on the strength of working with clients to understand their needs and developing financial products and services that are tailored and relevant to them.
We have been running a successful wrap account in Australia, the most competitive wrap market in the world, for over 10 years. Today, it is one of the leading wrap account services in Australia and we administer more than £11b on behalf of over 70,000 clients through more than 2,500 planners.
The technologies which have had the most profound effects on human life are usually simple.
Freeman Dyson (English Physicist, b. 1923)