The Macquarie Wrap service simplifies transacting, administrating and reporting on your clients' investments, so you can get on with what you do best – giving great financial planning advice.
By 'wrapping' your clients' investments together on one advanced administration platform supported by cutting edge technology to save you time for you and your clients, you'll benefit from:
- faster and more efficient transacting to save you time
- comprehensive reporting for you and your clients
- reduced paperwork
- online access - 24/7
- a transparent charging structure allowing you to make clearly informed decisions
- access to a broad range of investments providing you with greater choice
- a consolidated picture of your clients' financial affairs at your finger tips
Functionality that's right for you
Macquarie Wrap provides a robust, trading and reporting platform together with advanced product administration and a number of financial planning tools such as the online re-registration of assets and online portfolio rebalancing.
Macquarie Wrap also offers the following features:
- Consolidated reporting so that you can have full visibility of a client’s overall financial position.
- Work in progress functions enabling you to keep track of all client activity and transfers and stay up to date.
- The pre-population of information into client records reducing the margin for error in data transfer and meaning that you are in control of what will be transacted upon.
- The capability to store all client information in one place so that you don’t have multiple files and records.
- Online access to all client information and correspondence – available to access anytime, anywhere.
- Customisation of the wrap website and reports to ensure constant reinforcement of your brand with your clients.
- Online account opening.
- Transaction for assets that have been transferred. Rebalancing and asset allocation functionality that allows you to streamline your review process and monitor a client‘s asset allocation through the use of model portfolios.
- Ability to monitor your clients’ transaction history, add transaction details for off platform assets and record historical transaction information for assets that have been transferred.
Managing a client's portfolio with Macquarie Wrap means that all of their investments are held together on one investment platform, providing them and you with a consolidated picture of their investment portfolio. This ensures that your advice is based on a current, integrated view of your client's financial position.