Consilium Platform enables advisers to efficiently build and manage customised investment portfolios for their clients. Investments are registered in the name of the custodian, FNZ Custodians Limited, but the investor always remains the beneficial owner. We’re about increased efficiency, offering access to institutional investments and keeping fees low.
NZ$3.0 billion funds under administration
Advice firm partners throughout New Zealand
We’re trusted by over 120 Authorised Financial Advisers
We’re trusted by over 6,000 investors
All interactions between the platform and investment management companies or trading exchanges (such as NZX) are centralised. This reduces costs, the benefit of which flows back to investors in the form of lower fees.
The technological innovation and security of Consilium Platform levels the playing field for advisers and their clients. It’s investing for the digital age.
Consilium Platform is a bespoke custodial wrap service designed for financial advisers and their clients. Our clients choose Consilium Platform because it provides:
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.
Consolidated tax reporting
Sophisticated architecture minimises paperwork making it easier to manage investments. Access to all tax information in one place, with a single tax report, saves time when preparing tax information each year. Investors are also provided with a guide of how to translate their tax report into their annual tax returns.
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.
Smart portfolio rebalancing
Innovative technology where investments are traded within a defined tolerance rather than to a fixed target allocation, helping to avoid excess brokerage and trading costs. A tailored pooling facility is available, allowing advisers to minimise costs further.
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 Platform offers you access to a broad range of investments from all over the globe. This allows advisers to design customised investment strategies for a broad range of investor clients.
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.
Assets are held in a bare trust by the custodian for the exclusive benefit of the investor. Online client access allows investors to review their portfolio balance at any time. The investor is the beneficial owner of all individual investments. An added security measure is that withdrawals can only be directed to the investor’s nominated bank account. The custodian (FNZ) reports directly to investors twice a year, with independent verification of their portfolio details.
Elegantly simple portfolio management
By wrapping your client's investments together on one technologically-advanced platform, you'll benefit from having a consolidated picture in one place. Your client’s current holdings can be easily compared with their target asset allocation, and they can hold multiple accounts under the one name. Rebalancing is simplified. Trades are pooled to minimise costs. Consilium Platform also offers a multi term deposit facility across seven providers, at wholesale rates.
Not only has Consilium Platform been built with exceptional technical features, but we have a commitment to ongoing improvement. We provide faster, more efficient transacting and reduced paperwork.
This is easier investment management and reporting.
Consilium Platform provides access to a broad range of investments across the globe, including direct shares, exchange traded funds and managed funds.
Our multi currency facility has proved popular with those investors (including many in the UK and Asia) who wish to retain their funds in the currency of their home country.