What are Separately Managed Accounts?
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The SMARTfund Range
System Demos
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Products & Services
Accounting and Broker Benefits
V-Wrap enhances professional relationships and encourages referred business by allowing the user to link in with fellow professionals, so IFAs, accountants, brokers or other advisers can manage the different aspects of a client's affairs.
The ability to account for tax parcels, both ongoing and historical, and CGT optimisation are big incentives for many accountants to use V-Wrap with the historic corporate action database saving hours when reconstructing tax parcels.
Præmium's tax efficient administration is also an attractive value-add for brokers offering full portfolio management services to their clients. Full service brokers using V-Wrap find the CGT optimisation capability a useful function in managing the tax position of client portfolios.
The platform caters for relationships with multiple brokers. Nominated broker(s) can send Præmium electronic contract notes to be automatically uploaded, ensuring that client portfolios are constantly up-to-date even when the adviser is not available.