Simple. Flexible. Efficient.

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Helping advisers help their clients

We have created a platform that truly seeks to help advisers serve their clients more efficiently and more effectively.  PlatformplusWRAP creates opportunities to achieve new efficiencies in super and investment management.

Key features

Clear client benefits

Unique practice efficiencies

Full-featured platform functionality

Delivering choice and flexibility

Our platform helps advisers and clients build investment and super solutions that support the implementation of clients’ goals and investment strategies. 

With access to a wide range of investment options, including a robust selection of environment, social, and governance (ESG) investment options, the platform supports a diverse range of investment preferences.

The platform also offers:

  • Flexibility to operate model portfolios with model management functionality
  • Choice of investment menus (Core and Select)
  • Digital signatures and online applications
  • Competitive fee structure



Portfolio and performance visibility

All you need to know about your investments is readily accessible via your Client Portal. With its intuitive interface, you can quickly and easily manage your investments and view your performance. 

You can also use the Client Portal to collaborate with your adviser and facilitate your goal, advice and performance conversations.



Support for clients and their advisers

Your adviser will be there to guide you through the setup process and to assist you with any questions. You also have access to our Australian-based Client Support Centre and 24/7 access to our online resources and help guides.

Your adviser is also supported by our Australian-based Platformplus Support Team ensuring that both clients and their advisers have assistance when they need it most.




All the key features are right here

Our platform is built on making investment implementation and management easier for you and your adviser.

Client engagement & support

  • Dedicated client & adviser support service
  • Client-generated reports
  • Link Super and accounts together for consolidated view
  • Digital signature and online applications
  • Mobile-friendly client portal
  • Update client details online

Fee structure

  • Family fee aggregation for up to 6 linked accounts
  • No entry or exit fees
  • Simple, easy-to-understand fee structure

Cash Management

  • Central cash account for all cash inflows and outflows
  • Automatic cash management tools
  • Cash transaction listing

Tax Management tools

  • Security-specific tax elections
  • Individual member-based tax calculations

Investment options

  • Choice of 4 investment menus
  • Broad range of investment options
  • Managed accounts
  • Model portfolios to support different investment styles

Portfolio tools

  • Set up regular withdrawals and contributions
  • Flexible investment plans and preferences

Estate planning

  • Flexible beneficiary nominations providing greater estate planning certainty
  • Access to child pensions