Colonial First State

FirstWrap

Services for your business

FirstWrap has been designed to make running your business as smooth as possible. FirstWrap is powered by a single, market leading online system that provides real-time flow of information and efficient online transaction processing. With FirstWrap you can spend more time seeing clients and developing strategies, and less time on paperwork and administration.

Award winning features

FirstWrap is part of an award-winning online platform (previously known as the Avanteos Platform) which means you can have confidence in the quality of the features available. The platform was named Australia's best overall full service wrap in the annual Investment Trends Platform Report survey for 2008, 2007 and 20061.

Business management tools

FirstWrap offers a range of business support tools including:

  • Portfolio and workflow management tools providing transaction status updates
  • Business analytics reporting, including:
    • Funds under advice (by client, account, investment or manager)
    • Fee reports
    • Liquidity reporting across client cash balances

Simple processing

Efficient online transaction processing means all information is entered directly into the FirstWrap system. Forms are pre-populated with client details, so paperwork is reduced to a minimum. With validation checks also built into the system, data entry is simple and straight-forward.

Supporting you

FirstWrap offers flexible training options for you and your staff as well as transition support services. Please contact your Colonial First State Business Development Manager for further details.

 

 

1 The Avanteos Platform has been ranked best full service platform in the Investment Trends Platform Report 2008, 2007, 2006.