Macquarie Wrap

Features

Since its inception in 1999, Macquarie Wrap has been at the forefront of offering solutions to help advisers help their clients by streamlining the administration of investment portfolios.

Efficiency

• Proven service delivery model

  Macquarie Wrap is the only platform to have consistently ranked in the ‘top two’ for overall service from 2007 to 2010.¹
• Proven technology platform

• Macquarie Wrap Model Portfolios

  Macquarie Wrap Model Portfolios provides efficient investment allocation, but not at the expense of choice and customisation according to each client’s needs.

  Macquarie Wrap Model Portfolios enable dealer groups, dealers and/or advisers to establish models, link and de-link clients to models in bulk, client level rebalancing and the ability to exclude specific model investments from client rebalances – combining efficiency, choice, flexibility and precision in the administration of client portfolios.

  Find out more

Flexibility

• No entry or exit fees

  We do not charge entry fees or exit fees when clients open or close a Macquarie Wrap account. ²

• Commuting and commencing pensions made easy

  Pension Update allows your clients to commute an existing pension and start a new pension, while retaining the same account details and transaction history, saving you and your staff time.

Choice

• A wide range of investment options

  Investment accounts:

  • approximately 600 managed investments
  • term deposits
  • all shares
  • exchange traded funds (ETFs)
  • listed investment companies (LICs)
  • real estate investment trusts (REITs) listed on the ASX and settled through CHESS.

  You may also transfer your clients’ existing holdings in these investments into their account.

  Super and pension accounts:

  • investment menu offers breadth of choice
  • Macquarie Investment Management Limited (MIML) as the trustee of the superannuation fund is responsible for setting the fund’s broad investment strategy
  • MIML has imposed trustee limits designed to limit the exposure to specific investments, forming part of the superannuation  investment strategy

• Choice of broker

  • Macquarie Wrap offers you and your clients their choice of stockbroker when buying or selling listed securities
  • Online orders are executed through Macquarie Equities Limited³
  • Offline trades through your client’s preferred broker.
• Choice of account
• Choice of pricing structure

Client engagement

• Respecting your client relationships

  We only send communications directly to your clients where we are under an obligation to do so.

• Delivering the next generation of administration and investment solutions

  We are committed to working with you to deliver the next generation of administration and investment solutions. After all, our business is about supporting your business.

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 Office
• 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.

Order a hard copy

Click here to complete a Macquarie Wrap hard copy PDS request form. Hard copy orders will include application forms.