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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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A wrap
for your clients.Consilium Wrap is an investment platform providing access to specialist technology and custodial services provided by FNZ. The Wrap is designed for financial advisers and their clients.
Purpose built with the independent adviser in mind, 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 to continuously improve the Wrap experience for both advisers and their investors.
Consilium is committed to making advisers’ lives easier whilst increasing the value and reach of their advice.
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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 wholesale managed funds. 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 access.
Wholesale cost.
Flexible strategies. World class service.Consilium delivers the tools for success. Our high service standards and commitment ensure that advisers are always supported in growing and developing their businesses.
A 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 the adviser firms using Consilium Wrap.
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The latest technology
We continually upgrade and develop Consilium Wrap so advisers and investors benefit from the most up to date features and solutions.
We'll be releasing a new and exciting, upgrade in 2021 bringing the best FNZ technology from the UK and customising it for independent advisers in New Zealand.
