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.