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Quality time spent advising clients, and less time spent chasing
paper, means Macquarie Wrap can help you attain the right
balance in your business faster.
Time also means money. Time saved on menial administration
tasks not only means more client facing hours, but a more
efficient, productive and profitable advice business.
We also understand that our back office needs to ‘talk’ to the
other tools that sit on your desktop.
That is why Macquarie Wrap is evolving to integrate into
a range of well-known financial planning software systems
– allowing you to link your client database, projections, SOAs,
portfolio building and reporting.
Greater functionality eliminates the hassle, reduces downtime
and lets you get on with what you do best – giving quality,
value-adding advice.
Information at your fingertips
Macquarie Wrap's website offers a comprehensive range of services, including:
- managed fund and share transactions
- equities research and share prices
- wholesale managed funds research
- performance tables, commentary and unit pricing on fund managers
- downloadable product disclosure documents.
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