Conventional custodial
wrap solutions


The NZX Wealth Technologies platform is designed for financial services providers of all shapes and sizes. We work with everyone from one-man adviser bands, all the way through to some of the largest wealth management and broking businesses in New Zealand.


We provide all the functionality that you would expect from a top-of-the-line custodial wrap platform. This includes:


  • Client onboarding tools
  • Integrated CRM functionality
  • Client portfolio management tools
  • Model portfolios and sophisticated rebalancing tools
  • Investment mandate (SIPO adherence)
  • Pre and post trade, singularly and bulk compliance management tools for adherence to:
    • Investment Strategies
    • Investment Mandates
    • FX Hedging Rules
  • Comprehensive portfolio reporting suite
  • Comprehensive tax pack
  • Bulk reporting
  • Event driven correspondence
  • Self-service data extract tools through our management reporting framework
  • DIMS compliant solutions
  • Benchmark/Index support
  • Bulk trading and bulk rebalancing
  • Online investor portal including self-service tools
  • Custodial and investment operations services
  • All markets and currencies in a wide variety of asset types
  • FX Forwards and FX hedging overlays
  • Extensive range of automated portfolio management tools
  • Non Custody position management
  • Ongoing Fees, Cash Margin, Brokerage Margin and FX Margin capabilities
  • Kiwi Saver Scheme support
  • NZ Super Schemes support (including QROPS)
  • Multi Broker Support
  • Extensive API integration capabilities


With so many features to make management of your clients’ investments easier, talk to us about how our platform can help you.

Find out how we can help your business grow

More reasons to choose us

Section Platform transfers
Platform transfers
Section nzsuper
KiwiSaver & NZ Super schemes
Section Broker
Broker focused solutions