Powerwrap are pioneers in unconstrained, next generation wealth management.
Our goal is to unleash the full potential of adviser and client relationships.
Powerwrap’s innovative, institutional-grade wealth management platform is used by advisers and brokers to administer, manage and report on their client portfolios.
Your clients are increasingly looking for the sort of investment opportunities previously only available to institutions or the very wealthy. Powerwrap was designed to provide access to those type of assets to all investors. They will benefit from access to many of the world’s best managers and products all in the one place.
Our platform includes a comprehensive set of administration and reporting tools for portfolio management, and we have an experienced in-house execution team to manage trades and transactions on alternate or directly held assets when required.
Powerwrap also offers a unique back office service for teams of brokers or advisers looking to start their own business.
We can take care of premises, licensing, technology, compliance, finance and payroll, giving brokers and wealth advisers the freedom to focus on what they do best – building long-term, value-adding relationships with their clients.
Contact Us to find out more.
Your shape becomes our shape
At Powerwrap, we understand that each business is different and has different needs.
Our services have been designed with this is mind, so advisers, brokers and wealth managers can choose which of our services they want to utilise , and what they prefer to manage in-house.
So however you choose to work, Powerwrap is here to help.
Comfort in security
Powerwrap operates an IDPS-Like Managed Investment Scheme, and Retail Superannuation and Pension Funds. This structure imposes the highest level of regulatory compliance on Powerwrap, meaning you can have confidence that all assets are being held in a regulated structure with a Responsible Entity.
Powerwrap partners with quality firms and some of our industry’s best known brands to deliver a comprehensive, clever solution that hits the mark.
Clients at the forefront
At Powerwrap, our clients at the heart of everything we do. We work hard to make sure that we understand your business and your clients, and can readily tailor our offering to meet your needs.
Powerwrap’s platform service is accessible 24/7, providing full online functionality for all portfolio transactions, reporting and tax management.
Trading and Execution
Unlike any other platform, we also have an experienced in-house intermediary desk that can provide a full range of execution services for options, domestic and international listed securities, Separately Managed Accounts (SMAs), bonds, and margin lending.
Powerwrap also provides full corporate action management and mailbox facility for all personal HIN assets.
Freedom of choice
Powerwrap’s platform philosophy is to provide the most unconstrained platform service possible.
This freedom compared to our larger institutional peers means we provide access to a wider range of asset classes., products and markets. This in turn gives you the freedom to devise truly tailored investment strategies
Our menu includes retail and wholesale only managed funds, all ASX listed securities, international securities from over 19 international exchanges, cash, fixed interest and Term Deposit products, options, international and domestic bonds, margin lending, SMA model portfolios and insurance products; the options are vast, and the opportunities great.
Powerwrap Limited is an AFSL holder (329829) and the Responsible Entity for the Powerwrap Managed Investment Scheme (MIS), operated pursuant to the Corporations Act 2001 (Cth) (ARSN 137 053 073)and the relevant ASIC instruments.
Powerwrap Limited is also the Investment Administrator and Promoter of the Powerwrap Master Plan (PMP) (ABN 82 890 650 204, RSE R 1073560).
The framework through which we meet our numerous compliance and regulatory obligations is a series of Board-approved policies in the area of corporate governance and compliance.
The Board currently comprises a non-executive Chairman and three non-executive Directors, all who bring vast specialist knowledge in relation to the financial services and/or corporate governance area.