Conventional custodial
wrap solutions

  

Whether you are a boutique financial planning organisation, a large corporate based financial service provider or a one man band, our platform is suitable for you.

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

  • Client onboarding tools
  • Integrated CRM
  • Client portfolio management tools 
  • Model portfolios and rebalancing
  • Compliance management tools
  • Comprehensive portfolio reporting suite
  • Comprehensive tax pack
  • Bulk reporting
  • DIMS compliant solutions
  • 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

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