Investment & Superannuation Wrap
solutions

Coming Soon

Xplore Wealth provides a full suite of Wrap solutions including Investment & Superannuation and Pension. We provide global market access to 28 exchanges, multiple currency capabilities and a broad range of investment instruments.

Configurable for your business objectives and flexible enough to adapt to changing markets, products and regulatory environments.

Deliver benefits
to your clients

A wrap account is a means of consolidating and managing an investor's investment portfolio. They revolve around a central cash account, which pays interest and serves as a transitional account, funding buy transactions, and receiving the proceeds of sold investments and income received. The wrap is operated by a trustee but the investor retains beneficial ownership of the underlying assets.

  • Consolidate all investments in one place
  • Online access to view consolidated reports and enable quick and easy portfolio management.
  • A single consolidated tax report at the end of each year.
  • An extensive range of investment choices allowing diversification across and within asset classes, as well as across different equity styles.
  • Access to boutique investments

Resources


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