Præmium pro factis

Products & Services

V-Wrap: How it Works

Præmium transcends traditional wrap and master trust platforms with superior tax and investment reporting features and management functionality.

The flexible real time access allows advisers and clients to log-on and view portfolio details at any time for all types of portfolio structures including:

• Individual
• Joint / Partnership
• Superannuation
• Company
• Trust

All investment platforms require administrative input at adviser level. Depending upon the service you provide and the type of securities held by your clients, V-Wrap can help you achieve a medium to high level of automation.

Transactions for listed securities can be updated direct from your executing broker and corporate actions are added automatically, as are dividend distributions.

• All listed securities are revalued daily
• Links to cash facilities either direct or via BankLink automatically update the cash book function in Præmium to reconcile trading activity
• Managed fund data is updated automatically including distributions and revaluations with year end tax splits
• Personal assets (property and collectibles) and service assets (internally managed syndicates) are input manually

Præmium delivers a unique blend of flat fee service, full corporate action and CGT processing, across all asset classes, with a badged online delivery.

Read more about V-Wrap's Key Features