Macquarie Wrap
A proven administration solution
About Macquarie Wrap
Macquarie Wrap is a state-of-the-art investment platform that provides a robust framework to administer a broad range of investments, including; ASX-listed securities, managed funds and term deposits.
Make managing your clients' superannuation and pension savings simple, transparent and effective by letting us manage the paperwork, whilst you manage a truly consolidated and transparent portfolio with a flexible, full-service platform designed to provide you and your clients with better value and greater visibility.
For more information about Macquarie Wrap’s products, call us on 1800 025 063 or find a BDM in your area.
Products
Macquarie Wrap offers a choice of platforms to suit your clients' needs.
|
Macquarie Consolidator Series - connecting you and your clients The logical complement to our existing suite of Wrap solutions, Macquarie’s Consolidator Series of Investment, Superannuation and Pension accounts aligns the interests of both you and your clients. Its competitive fee structure encourages clients to consolidate more of their managed investment and listed security holdings into their account – so they get better value and you get greater visibility. |
|
Macquarie Accumulator Series The Investment and Super Accumulator suite is specifically designed for your clients who are looking for investment choice, access to consolidated information and portability on their investment portfolio – allowing your clients to get more of what they need, in one convenient package. |
|
Macquarie Manager Series The Investment, Super and Pension Manager suite caters for your clients who want a flexible solution to build on their investments with reporting, access, portability and investment options - allowing your clients to get more investment options and portability tailored to suit their individual needs. |
For more information about Macquarie Wrap’s products, call us on 1800 025 063 or find a BDM in your area.
Portfolio management
Managing your clients’ portfolios should be simple. You should have all the information you need at the click of a button and be able to transact quickly and easily.
That’s why the Macquarie Wrap website has the tools and information you need, including:
- managed investment and share transacting
- an extensive range of client, adviser and dealer level reporting
- ASX market and listed company information
- managed investment research
- performance tables, commentary and unit pricing on investment managers
- downloadable product disclosure documents.
More information about Wrap's features and functions
Increasing efficiencies in your office
Macquarie Wrap is an investment administration and reporting tool designed with you in mind. We regularly update the services Wrap provides to make life that little bit easier for you and your support staff.
- Wrap Third Party Access - a secure and easy way to share client reporting with authorised third parties. Read more
- Corporate actions online - manage corporate actions fast, entirely online. Read more
- Automated functionality - Our automated portfolio management tools can save you time. Read more
To learn more Macquarie Wrap’s portfolio management capabilities, speak to a Macquarie Wrap Business Development Manager today.
Software integration
esi is Macquarie Wrap's software solution which automatically feeds data in to and out of your financial planning software. Your clients' data (e.g. transactions and valuations) is received on a daily basis by your software, so you're always seeing the latest information regarding your clients' Macquarie Wrap accounts.
The one-off set up for esi means that client data is automatically updated on a regular basis, without the need to manually download and upload information.
The compatible systems currently available are:
- Coin
- Xplan.
To set up esi, you simply request esi authentication details from our secure online site and copy the details into your external systems. Once you have completed setting up esi, Wrap data feeds will be automatically retrieved by your external systems.
To learn more about esi speak to a Macquarie Wrap Business Development Manager today.
Training and support
Personalised support
This is the ethos that underpins the Macquarie Wrap operations and service team. Each team member is dedicated to ensuring that your business gets the most out of our products and services.
Rapid response phone lines
Each month we field around 20,000 telephone calls from financial advisers. We aim to answer your call within 20 seconds. Plus, we don’t use a ‘press 1 for service’ phone system, so you will always speak to a real person during office hours - 8am to 7pm Sydney time, Monday to Friday.
Tailored assistance
Our Training and Relationship Managers (TRMs) are skilled in servicing advisers and their staff. When you start using Macquarie Wrap, your TRM will ensure that you and your staff have received the necessary training to make the most of Macquarie Wrap.
Once you're up and running, your TRM will work with your team to identify systems and workflow improvements that can enhance the effectiveness of your business. To learn more about what you can expect from your TRM, speak to a Business Development Manager today.
Strategic advice
Macquarie Business Development Managers (BDMs) support you and your business by sharing ways to make Macquarie Wrap even more effective for you and your clients. Find a BDM in your area.
Technical backup
When you use Macquarie Wrap, you gain access to MAStech, Macquarie’s highly respected Technical Service team. The MAStech team provide timely and comprehensive information to assist you to give the best possible advice to your clients. Learn more about MAStech.
Offer documents
Whatever your client’s lifecycle stage, the Macquarie Wrap Series offers solutions designed to support your practice and your clients.
|
Offer document (without application form) |
Product brochure | |
|---|---|---|
Consolidator |
Macquarie Investment Consolidator IDPS Guide | Macquarie Consolidator Series or visit the website |
| Macquarie Super and Pension Consolidator PDS | ||
Accumulator |
Macquarie Investment Accumulator IDPS Guide | Macquarie Investment Accumulator |
| Macquarie Super Accumulator PDS | Macquarie Super Accumulator | |
Manager |
Macquarie Investment Manager IDPS Guide | Macquarie Investment Manager |
| Macquarie Super and Pension Manager PDS |
Order a hard copy
Click here to complete a Macquarie Wrap hard copy PDS request form. Hard copy orders will include application forms.