FirstWrap allows you to create tailored investment portfolios from a diverse range of asset classes, investment managers and product structures.
Choice of investments and products
For clients with wide ranging needs, you need a platform with an even wider range of investment options.
That’s where FirstWrap can help, allowing flexibility for you to create tailored investment portfolios from a diverse range of asset classes, investment managers and product structures.
Such diversity allows you to create highly personalised solutions, especially for your complex client needs or SMSF clients who want more control over their investment portfolio.
A diverse range of investments
You can choose from:
- Over 400 managed funds
- Managed accounts
- ASX listed securities
- Unlisted investments
- Fixed interest and cash
- Exchange traded funds
- Structured products
- Floating rate notes
- Close-ended property trusts.
View the investment list.
FirstWrap makes it easy for you to choose the right term deposit for your clients by offering:
- A range of term deposit providers
- Terms of one month through to five years across all products (investments, superannuation and pension)
- Monthly, quarterly, semi-annual and annual interest rate payments for terms greater than 12 months.
You’ll also be notified about any special rates that our providers may offer from time to time, allowing you to pass these on to your clients.