The investment world at your fingertips
A wrap is custodial investment technology designed to access and manage a wide range of investments. Think of it as one home for all your investments, be they shares, bonds, managed funds, currency or term deposits.
When you open a wrap account, Consilium Platform becomes a single place to see and manage all the different assets you hold.
It’s about global access, the convenience of 24/7 visibility of your investments, administrative efficiency and security.
Is a wrap right for me?
Whether you’re accumulating wealth or looking to start a retirement fund, a wrap platform makes it easy to keep track of your investments. It documents your trades, deposits, withdrawals, dividends, and summarises them all in easy to access reports.
With 24/7 online access, you see your entire portfolio all in one place, at any time. But convenience is only part of the story. Consilium Platform empowers you and your adviser to respond quickly to your changing needs and circumstances.
A wrap also keeps fees low. Your investments and those of thousands of investors like you go through Consilium Platform, so costs are scaled, leaving more in your account. Consilium Platform’s flexible architecture allows for multiple portfolios under one name with different fee arrangements for each portfolio. Reporting can be run collectively or individually for performance and valuations, and combined for tax. A wrap levels the playing field for individual investors.
Getting started with Consilium Platform
Talk to your authorised financial adviser to discover more about what a wrap can do for you.
Your adviser will help you with opening an account and transferring your existing investments into your Consilium Platform account.
Once done, you can easily access your account online to view all of your investments and transactions in the one place.
Find a Financial Adviser
To join New Zealand’s fastest growing wrap we can put you in touch with a Consilium Platform specialist adviser – Call us today +64 3 353 1007