Our Wrap fee calculator is a tool that we’ve developed to support you and your business during the process of recommending Macquarie Wrap to a client.
It has been specifically designed to help you easily assess the suitability of Macquarie’s Wrap products from an indicative fee perspective before you embark on a more in-depth assessment to determine what products best meet your client’s needs.
The Wrap fee calculator can be used to:
- auto-populate portfolio details for existing accounts by searching an account name or number
- get indicative pricing for Wrap fees (this includes platform administration fees, access fees and sub-custody fees), as well as investment costs/fees and adviser fees
- compare fees for a new or existing, single account across the product suite
- compare fees for a single account or for account group pricing (including fee aggregation)
- get an indicative quote for grouped pricing on accounts which are currently not grouped
- print PDF reports of all fees.