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Macquarie Wrap: good things come in small packages

 

Macquarie Wrap is an investment platform that allows you to 'wrap' your client's investments together into one package, for simplified administration and reporting and potentially lower fees.

Key benefits for you and your clients


For you:

  • more information, less paperwork
  • easy transactions
  • open, straightforward administration structure
  • online access
  • one consolidated picture of your client's finances
  • comprehensive reporting at the touch of a button.

For your clients:

  • transparent fees
  • more investment options, potentially lower fees
  • option to purchase tax-efficient insurance through their Super

The complex made simple: how wrap works

A wrap platform simplifies transacting, administrating and reporting on your clients' investments, so you can get on with what you do best – giving great financial advice.

> How a wrap works

Your options

We have wrap products to suit investors of all sizes.

> The Macquarie Wrap suite of solutions

Flexibility, choice, service

Macquarie Wrap delivers the tools for success. Our winning service standards and commitment ensure that you are always supported in growing and developing your business.

> Macquarie Wrap's service proposition

> Our award-winning service

Adviser support

As a Macquarie Wrap adviser you'll have a network of technical and technological support, helping you to get the most out of the platform.

> Adviser Support

Find out more

Call us for a more detailed discussion of how Wrap can revolutionise the way you do business.

Contact > A Macquarie Wrap representative in your area

Download > further information on Macquarie Wrap products




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Related products More about Wrap
 
  The complex made simple - how wrap works
 
  Macquarie Wrap suite of solutions
 
  Flexibility, choice, service
 
  Adviser support
 
  Wrap contacts
 
  Super Annual Reports
 
  Award-winning service
 
   
Related products Related investment types
 
  Shares
 
  Cash Management Trust
 
   
  
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This information is provided for the use of licensed financial advisers only. In no circumstances is it to be used by a potential investor for the purposes of making a decision about a financial product or class of products. This advice is not personal advice. This advice has been prepared without taking account of investors objectives, financial situation or needs.