verb (used with object), wrapped or wrapt, wrap·ping.
- Wrap account:
a financial platform which administers for custody, tax, and performance reporting of global shares, property, bonds and cash
- Wrap support:
the customer service experts supporting New Zealand’s leading financial advisers
- Wrap account:
A platform for your clients
Consilium Platform is a custodial wrap service that allows independent financial advisers to provide tailored solutions for their clients.
Advisers can customise individual portfolios, and Consilium also offers access to a suite of diversified model portfolios. Consilium Platform delivers trading efficiencies, and a unique and low cost multi term deposit facility.
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A flexible client focused architecture allows for multiple portfolios under one name with different fee arrangements for each. Performance and valuation reporting can be run collectively or individually.
Unique term deposit facility
A range of term deposit providers are available on Consilium Platform, often at better than retail rates and with low administration fees. This saves advisers valuable time researching rates from different providers and moving client funds.
Consilium Platform provides access to a wide range of cost effective investment options in multiple currencies, including wholesale managed funds. The benefits of cost reductions flow back to investors in the form of lower fees.
Online access at any time
Consilium Platform gives advisers and investors 24/7 access to up to date information. Regular adviser reports keep investors up to date and dramatically cut the need for paper copies and filing.
Consilium delivers the tools for success. Our high service standards and commitment ensure that you are always supported in growing and developing your business.
A wrap simplifies transacting, administration and reporting, so you can get on with what you do best — giving great financial advice.
Financial products and services grow more varied and complex by the day. As a financial adviser, you play an increasingly critical role in translating the options for your clients and matching the appropriate solution to their particular needs. That's a big job.
Consilium Platform allows you the flexibility to customise individual portfolios.
- Broad product range which offers solutions for all your clients, whether they have small, medium or large amounts to invest.
- Reporting, access, portability and investment options specifically tailored to suit you and your clients.
- Full custodial service. Clients with changing investment needs can move directly to another investment product, saving time and reducing transfer fees.
- World class service. Consilium prides itself on providing a high level of service and building strong client relationships.
The latest technology
We continually upgrade and develop Consilium Platform so you and your clients benefit from the most up to date features and solutions. We're evolving Consilium Platform to interact with a range of top financial planning software systems allowing you to link to:
- your client databases
- portfolio building