V-WrapV-Wrap is an online portfolio administration service, designed for professional accountants, stockbrokers, superannuation administrators and financial planners.
Built around a core accounting-strength tax engine, V-Wrap transcends traditional wrap platforms by providing superior tax and investment reporting features. With optimised CGT processing at its core, V-Wrap makes it simple to maximise clients' after-tax returns.
As with all investment platforms, some administrative input is always required. 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.
Improved decision making
With portfolios re-valued every day, V-Wrap provides up to date information at your finger tips. You will have access to information faster and have improved decision making capability by using V-Wrap’s accurate portfolio monitoring and reporting.
Accurate information
Keep on top of your clients investments by accurately monitoring portfolio and stock performance – compare the performance of managed funds, listed equities and direct investments in a mathematically correct manner.
Proactive CGT management
Enabling you to manage clients CGT affairs throughout the year, tax planning can be actioned prior to June 30th with ease. In many cases, realised gains may be offset much earlier in the financial year to better manage the risk of unfavorable market movements.
Deal with multiple brokers
…but still have one portfolio administration service. Your nominated broker(s) can send us electronic contract notes and we will ensure that your clients’ portfolios are constantly up-to-date – even when you’re not available.
Registered ownership
Unlike many other administration service providers, the ownership details of investments remain vested in your clients name.
Reduce administration costs
V-Wrap will significantly reduce your administrative workload, particularly for forensic reconstruction of stock holdings.
Enhance your relationships
V-Wrap enables you to offer an online facility for your customers to view their investment portfolio details under your own branding. You can also link in their other advisers and professionals who manage other aspects of your clients’ affairs. You and your clients can also continue to deal with the broker(s) of your choice and feel confident that we will ensure your client’s portfolios are constantly up-to-date.
Improved tax management
Use V-Wrap’s accountant-strength capital gains tax engine to effectively manage your clients CGT affairs throughout the year. You can conduct what-if analysis to assess the impact of recommendations before you make them. You can even include your client’s direct property and calculate the CGT liability.
Build your own brand
V-Wrap can be re-branded with your own name, logo, colour scheme and service name as you request. This gives you an instant interactive web presence and a renewed marketing strength through which to encourage new referral business. Your clients can also login directly from your own website.
Security
As you would expect, data security is paramount. Præmium employs the latest data security techniques to protect client data. The service has been designed to ensure that you control who can see your client details – you are in the driver’s seat.
All this in a badged service for an incredibly low flat annual fee per portfolio – with no commission or asset based fees!