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.
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:
More information about Wrap's features and functions
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.
To learn more Macquarie Wrap’s portfolio management capabilities, speak to a Macquarie Wrap Business Development Manager today.
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:
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.
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.
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.
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.
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.
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.
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 |
Click here to complete a Macquarie Wrap hard copy PDS request form. Hard copy orders will include application forms.
Call: 1800 025 063
Overseas: +61 2 8232 6691
Fax: 1800 025 175