Macquarie Wrap

• Client benefits
• Adviser benefits

As well as providing you with a more efficient way to manage and administer clients’ investments, you have access to comprehensive reporting and a consolidated picture of your clients' financial affairs.

• More information, less paperwork

  With investments in one place, your clients receive consolidated, comprehensive reports from one trusted source rather than piles of paperwork from different funds and companies at different times. The reports generated from Macquarie Wrap are clear and easy to understand and designed with the client in mind.

• Online access

  Macquarie Wrap provides a complete picture of your client’s investment portfolio, anytime with just a few clicks of your (or their) mouse!

• Running an efficient and valuable business

  Macquarie Wrap allows you to streamline your business processes and run a more efficient practice while providing you with more control over business risks. It enables you to focus on what you do best – giving quality advice to your clients while at the same time, growing and building the value of your business.

• Our service ethic

  At Macquarie Wrap, we make every effort to ensure we get things right the first time. Every transaction, every time.

  Our commitment to consistent, reliable and quality service is at the heart of everything we do. It’s how we do business because when it comes down to it, it is quality client service and close attention to detail that helps to achieve dependable and excellent outcomes for each and every client.

  Put simply, we understand what good business is about – delighting clients, being responsive to feedback, refining our product offer and reinvesting time, money and effort to constantly improve.

  We deliver smart solutions simply and effectively and our dedicated Planner Services team are focussed on delivering the best service for you and your clients. We will always respond to queries personally, promptly and professionally with an unswerving dedication to client service.

  In the end, we believe it’s how a business responds to clients that really sets it apart from the competition.

• At the forefront of technology

  Experience of delivering a successful wrap to Financial Planners in Australia has meant that we understand the importance of using technology to drive efficiency...and to keep investing in it.

  Using the very latest in investment administration technology, Macquarie’s innovative solution makes all sorts of transactions easier and quicker and reduces the human error that can lead to administrative problems.

  The Macquarie Wrap website is the gateway to Macquarie Wrap. Not only is the site intuitive and easy to use but secure and reliable too.

• Clear and transparent pricing

  A clear and transparent fee structure helps you and your clients make informed choices meaning that there is no ambiguity when it comes to pricing – what you see is what you get!

• Seamless transition

  We make it simple and easy to transfer existing clients onto Macquarie Wrap giving you time to concentrate on the more important aspects serving your clients and running your business. Your dedicated Training and Relationship Manager (TRM) will work in partnership with you and your staff and will be available to help every step of the way.

• Support and advice when you need it

  We provide a dedicated relationship management and Planner Services team to support your business, and offer training and advice. Our Training and Relationship Managers (TRMs) will take the time to understand your processes and work in collaboration with you to support your business needs by finding systems and workflow improvements that are tailored to your individual requirements.