We believe that the future of advice is driven by end-to-end advice excellence and the delivery of best interest obligations to clients.
We also believe that the client-adviser relationship remains at the heart of quality advice and the provision of informed choices.
So we designed PlatformplusWRAP to facilitate greater advice relationships, enabling clients to work in closer partnership with their adviser.
PlatformplusWRAP is part of the Platformplus group of technology solutions and for over 25 years we have proudly developed advice-centred technology in the pursuit of financial advice excellence. For PlatformplusWRAP, our core technology partner is FNZ, a global specialist in the development, delivery and ongoing management of investment platforms.
To ensure appropriate corporate governance each investment platform must have a Responsible Entity (RE) and Registerable Superannuation Entity (RSE). This ensures funds are being appropriately, responsibly and securely managed. The RE and RSE for PlatformplusWRAP is Equity Trustees, Australia’s largest specialist in this space and the most experienced trustee and fund governance company.
In most cases your adviser will be your first point of contact. To further support both you and your adviser, we have dedicated client and adviser support teams based in Australia.
You also have 24/7 access to our online resources and help guides.
For all support contact information, please go to our Contact page.
