V-Wrap Adviser is ideal for use by Financial Adviser and Brokers. It offers:
With market data available on a live feed*, on demand* or 20 minute delay, V-Wrap Adviser delivers a comprehensive range of market data on ASX listed equities, exchange traded options and warrants.
V-Wrap Adviser’s market data capability includes:
* Additional charges apply for live and on demand data
Providing advisers with the ability to conduct real-time client review meetings, integration with V-Wrap enables you to generate real-time client reports including:
Available only to licenced advisers, the portfolio modelling capability allows you to conduct rapid reviews of portfolios and generate your short form Statement of Advice, customised to meet your own compliance and branding requirements.
Portfolio Reviewer
Portfolio Reviewer enables you to assess the impact of proposed transactions on an individual portfolio holdings, asset allocation and real-time unrealised capital gains position.
Once your review is complete, your short form Statement of Advice is produced which incorporates details of the current and proposed portfolio, proposed transactions and impact on the capital gains position, asset allocation and estimated yields.
Portfolio Planner
Facilitating the review of multiple portfolios at the one time using model portfolio approach, Portfolio Planner can streamline the management of Individually Managed Accounts.
Existing portfolios are compared against a model to determine the transactions required to rebalance each portfolio in line with that particular model. Each portfolio can be customised by excluding stocks, substituting stocks or setting rounding or maximum stock limits.
Once your review is complete, your short form Statement of Advice is produced for each portfolio incorporating details of the current and proposed portfolio, proposed transactions and impact on the capital gains position, asset allocation and estimated yield.