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V-Wrap

An independent alternative to a wrap platform...

If you want to benefit from the consolidated reporting and online access that a wrap platform brings without the hassle of re-registration and at a low flat fee per client account, then V-Wrap is what you are looking for.

Who can use V-Wrap?

V-Wrap is an online portfolio administration service, designed for and used by financial advisers, accountants, stockbrokers and wealth managers. V-Wrap can also be used by wrap platform providers to super-charge their own wrap offering.

Features of V-Wrap

• Single view of client's position
• Daily pricing
• Records all types of investment in any tax wrapper
• Full range of reports
• Corporate action reconstruction
• Capital gains reporting & management
• Online access for client and adviser
• Branding

What is a Virtual Wrap?

Two of the biggest issues facing advisers when they decide to adopt a wrap platform are the time-consuming re-registration process and justifying the extra costs to their clients.

V-Wrap is a non-custodial and non-transactional platform; meaning there is no requirement to re-register client assets onto the platform. By simply recording the assets on the platform, V-Wrap immediately gives the adviser and the client access to online consolidated portfolio reporting and analysis tools.

V-Wrap provides the benefits of asset consolidation and the reporting functionality expected of a platform at minimal additional cost to the client. Available for a low flat fee per portfolio, there is no commission or asset based fees.

An adviser's independent status also remains uncompromised as client assets and tax-wrappers remain registered with existing product providers.

Put simply, V-Wrap is a service, not a product.