To ensure that Præmium clients get the most value from their decision to subscribe, training is an essential requirement. Training is usually provided online, however training onsite or at our offices can also be arranged if required. There may be a small surcharge for onsite training depending on travel costs and location.
In our experience a ½ day training session with our Relationship Development staff is sufficient for most V-Wrap Administrators to begin using Præmium to an efficient level immediately. When you first sign up to V-Wrap, we will provide the staff who are primarily responsible for implementing and using V-Wrap with a comprehensive and personalised online training session.
Many of our clients have told us the most difficult step to getting the full benefit out of V-Wrap is finding the time to get the client portfolios set up.
The Relationship Development Team can help you overcome this problem by coming into your office and working alongside your own administration staff to assist you with loading new portfolios onto V-Wrap so they are ready to go. Depending upon your requirements, this service can cover:
Additional charges do apply for this service.
A team of experienced portfolio analysts provide ongoing operational and data support to your staff.
Ongoing support can be accessed via the:
Additional training can be provided online or in person if you have new staff or your existing staff require more advanced training once they have grasped the basics of the service.
V-Wrap is a high volume low cost annual subscription portfolio service. Based on a flat fee per portfolio the costs are significantly less than you would expect to pay for a traditional wrap or master trust platform. There are no asset based fees or limitations on the value of any portfolio, on the number of holdings in any portfolio or on the number of transactions processed in any portfolio. Consolidated portfolios, at both asset and transaction level, are provided at no cost.
We also recognise that some portfolios are not as complex as others and might not need to use the full power of V-Wrap. As such, we offer a range of different portfolio types which range from $24 to $340² (excluding GST) depending upon each of your clients’ investment and portfolio requirements.
V-Wrap is provided for a minimum annual fee. This entitles 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.
An additional charge will apply for training, data conversion and other additional services offered by the Relationship Development Team.
Security of data is of paramount importance. Præmium employ the latest data security techniques to protect your business' and your client's data.
A copy of Præmium's Core User Terms is available by calling 1800 702 488.
¹ Features available vary depending upon the Portfolio Type
² Subject to a fixed minimum annual fee per annum per Service