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Pronounced
[rap]
Examples
verb (used with object), wrapped or wrapt, wrap·ping.
- Wrap account:
a financial platform which administers for custody, tax, and performance reporting of global shares, property, bonds and cash - Wrap support:
the customer service experts supporting New Zealand’s leading financial advisers
- Wrap account:
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Global technology,
local support.Consilium Wrap is a future-focused investment platform specifically designed for New Zealand financial adviser firms and their clients. Wrap provides access to specialist technology and custodial services offered by FNZ, coupled with Consilium's dedicated and localised support, so advisers can spend their time where it’s most valuable – with their clients.
We refuse to do things the way they’ve always been done. By partnering with FNZ, Consilium has used its scale and expertise to customise and deliver industry leading technology to financial advisers and investors across New Zealand.
Wrap gives advisers flexibility to build a suite of model portfolios or provide investors with bespoke offerings, with access to a market leading independent custodial service, provided by FNZ Custodians Limited. A unique architecture facilitates multiple portfolios and multiple accounts for the same investor with differing fee structures as well as a direct to investor, self-managed solution.
Consilium has a defined and tested process working alongside FNZ and is committed to ongoing investment and development ofthe Wrap platform – providing advisers with scalable, futureproofed technology for their business. Consilium is committed to making advisers’ lives easier whilst increasing the value and reach of their advice.
FNZ partners with large financial institutions, like Consilium, to provide personalised wealth management solutions to their clients. Founded in Wellington in 2002, FNZ is an expert at designing and building wrap platforms.
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Key Features
Flexible architecture
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.
Unique term deposit facility
A range of term deposit providers are available on Consilium Wrap, often at better than retail rates and with low administration fees. This saves advisers valuable time researching rates from different providers and moving investor's funds.
Wholesale pricing
Consilium Wrap provides access to a wide range of cost effective investment options in multiple currencies, including funds with wholesale pricing. The benefits of cost reductions flow back to investors in the form of lower fees.
Online access at any time
Consilium Wrap gives advisers and investors 24/7 access to up to date information. Regular adviser reports keep investors up to date and dramatically reduces the need for paper copies and filing.
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Global standard.
Wholesale cost.
Scalable solution.
World class expertise.Consilium delivers the necessary tools for advisers to future proof their business and provide security to their clients. Partnering with FNZ means we can offer global technology that can effectively scale alongside firms as they grow.
Wrap simplifies transacting, administration and reporting, so advisers can get on with what they do best — giving great financial advice.
- Broad product range which offers solutions for all investors, whether they have small, medium or large amounts to invest.
- Reporting, access, portability and investment options specifically tailored to suit advisers and their investors.
- Full custodial service. Investors with changing investment needs can move directly to another investment product, saving time and reducing transfer fees. Custodial services are provided by FNZ Custodians Limited.
- World class service. Consilium prides itself on providing a high level of service and building strong relationships with our adviser firms using Consilium Wrap. Our local, responsive team have been with us every step of the way, providing exceptional service and experience second to none.
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Investing into the future.
Consilium has invested extensively into the design and implementation of Wrap, and we are dedicated to continuous upgrades and developments – that's why advisers using Wrap can be confident they are receiving the latest technology and features.
We'll be releasing a new and exciting upgrade in 2022 bringing the best FNZ technology from the UK and customising it for advisers in New Zealand.
