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V-Wrap Overview

Why you should consider V-Wrap for your business

V-Wrap is a virtual investment wrap platform; a comprehensive online portfolio administration service that excels in multi-asset administration, corporate action processing and sophisticated tax and investment reporting.

Improve your practice efficiency

• Minimise manual data entry
• Automated data interfaces
• Ongoing, automated corporate action processing
• Automated portfolio and capital gains tax (CGT) position reconstruction capabilities
• Bulk activity processing

Enhance your client’s experience

• Transparent fees
• Different portfolio types (and fees) depending on your clients’ investment and portfolio needs
• Online access 24/7, fully white labelled and hyperlinked to your own website
• Link other interested parties such as brokers and accountants
• Offer a premium service with market data and live valuations

Reduce your costs

• Low fixed cost per portfolio per annum*
• Save your clients thousands of dollars in portfolio administration costs and significantly improving their after-tax returns when compared with the percentage-based fees of traditional wrap or master trust platforms
• Scalable and efficient administration processing, including bulk activity processing

* Subject to a minimum annual fee per Service