We designed PlatformplusWRAP to facilitate greater advice relationships, enabling clients to work in closer partnership with their adviser. We believe this leads to informed decisions and the better achievement of client goals.
And PlatformplusWRAP is backed by trusted industry providers so investors and advisers can be confident that their investments and super are in safe hands.
PlatformplusWRAP is a complete solution for the efficient & effective implementation of your super, pension, or investment strategies.
Simple, easy to use, whilst offering maximum visibility of your portfolio and performance, PlatformplusWRAP provides an ideal space to collaborate with your adviser on the creation and ongoing management of your investment and super portfolios.
With a broad spectrum of investment and super options, including SMAs, managed funds, listed securities, ETFs, and term deposits.
Choose from a full-service wrap option or our low-cost option with its focused investment menu. Plus ESG options to support your unique investment strategy and values.
PlatformplusWRAP is part of the Platformplus Wealth Management System, a unique technology solution that enables greater efficiencies and effective outcomes for advisers and their clients.
PlatformplusWRAP, when used with PlatformplusAMS, delivers a complete investment implementation solution – and a seamless experience from advice generation through to investment implementation.
For clients and advisers, this results in less duplication of data-entry, improved visibility of investment data, more efficient review processes, and a streamlined annual fee consent process.
