Solution introduction

The platform that delivers the advice tools you need to deepen your client relationships and grow your business

Your connected ecosystem

Our platform offers simpler, more powerful ways for you to manage your clients’ money. That way, you can focus on what’s valuable – building deeper connections with your clients. 

Extensive range of investments
Your central hub for efficient access to managed funds, domestic and international securities, direct fixed income, specialist investment, separately managed accounts and cash exposure. 

Central cash hub
Each Wrap account has a central cash hub, giving your clients cash flow visibility and giving you the ability to quickly execute investment decisions. 

Purpose-built for advisers
Our adviser portal, Adviser Online, enables you to efficiently access all your clients’ cash and Wrap accounts in one secure, digital portal. Access enhanced reporting, smarter notifications, set up esi data feeds and more.

An evolving digital experience
We’re delivering a multi-year platform evolution. We’ve launched new client and adviser portals, and we’re rolling out managed accounts innovations and continual technical enhancements. 

Meet more client needs
Choose between a range of Wrap menus to meet the evolving needs of your clients throughout their wealth journey, and enjoy a full custody model to allow us to manage the investment administration allowing you more time to focus on your clients’ needs

A proven solution
We’re one of the largest platform providers by funds under administration, and we’re growing strongly. You’ll have the support of the broader Macquare Group, a global investment leader with 50 years of unbroken profitability, and a name clients can have confidence in.

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