Solutions For
Solutions for Stockbrokers
Præmium provides brokers with the opportunity to access market-leading services and slash their software licence costs.
V-Wrap is provided for a minimum annual fee, entitling you administer a number of portfolios (which will vary depending upon the portfolio types you use), system access for an unlimited number of staff, free access to V-Wrap Adviser and V-Wrap Investor and free white labelling of V-Wrap and V-Wrap Investor.
Three views into the one system!
V-Wrap
V-Wrap is ideal for use by accountants, SMSF administrators and financial planning administration staff. It offers you:
- End of day portfolio valuations and reporting
- Portfolio set up and maintenance
- Corporate action processing
- Portfolio reconstruction capability
- Optimised CGT reporting
- Automated interfaces
- Bulk activity processing
V-Wrap Adviser
V-Wrap Adviser is ideal for use by Financial Advisers and Brokers. It offers you:
- Live market data service
- Real time client reporting
- Portfolio review tools*
V-Wrap Investor
Satisfy your client's increasing information requirements by providing them with online access to view portfolio valuations, reports and even market data on a live, on demand or 20-minute delay**. V-Wrap Investor can be white-labelled and linked directly from your own website to constantly reinforce your own brand and your relationship with your client.
* Available only to licenced advisers
** Additional charges apply for live and on demand data