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FirstWrap
What is FirstWrap?
FirstWrap, gives you complete flexibility to implement personalised investment portfolios for your clients with sophisticated investment needs.
FirstWrap is available across investments, super and pension, and offers advisers:
Comprehensive investment choice
- Extensive and diverse range of investment options including managed funds, private equity and hedge funds
- Other unlisted investments such as term deposits
- All ASX listed shares as well as certain options, warrants and floating rate notes
- Cash account to take advantage of investment opportunities quickly and easily
- Panel of brokers for flexibility in your stockbroking services
Award winning features
- Ranked best platform in the Investment Trends 2008, 2007, and 2006 Platform Reports1
- Market leading web-based portfolio management tools
- Sophisticated tax management and reporting
- Efficient online transaction processing
- Real-time workflow management
- Detailed, relevant, user friendly reporting
Flexibility
- Revenue options to support your business model
- Choice of reporting options, including data importing in a variety of formats to support your specific business needs
- Full asset portability via investment transfers
- Optional manual registry for assets external to the platform
1 The Avanteos Platform has been ranked best full service platform in the Investment Trends Platform Report 2008, 2007, 2006.