Connect with a powerful wrap solution
Why connect with Grow Wrap?
A powerful wrap solution, tailored for you and your clients
Grow Wrap’s guiding principle is to deliver a market-leading wrap solution specifically catered to the changing needs of advisers and their clients.
Grow Wrap is a powerful wrap administration and insurance solution that can streamline your back-office operations, while enabling you to grow your client relationships at every stage of their lives – from their first job to retirement and beyond
More advice, less admin
At the heart of Grow Wrap is the seamless online management of transactions, forms and information.
Straight-through processing capability, intuitive online management features and model portfolio functionality make setting up and managing your client accounts easy.
Online application forms help you apply for a new Grow Wrap account in as little as 10 minutes.
With Grow Wrap, you have access to an easy-to-use online administration platform, reducing the need for inefficient paper-based processes.
A wrap that grows with your client’s needs
Every client’s investment needs are unique. That’s why Grow Wrap offers you cost-effective and flexible administration management options that grow with your clients’ changing needs.
You can choose from our ‘Essentials’ package for clients with straight forward managed funds and term deposit needs, offering a competitively priced solution for clients with as little as $50,000. As their needs evolve, you can easily add ‘Optional Extras’ like equities trading, Separately Managed Accounts (SMAs) and more specialist managed fund options.
Your clients will receive fund manager fee rebates on more than half of the managed funds available, which reduce the overall cost they pay.
Plus you can offer more savings with a 20% Family Discount* for parents, children and grandparents, as well as related entities.
See how Grow Wrap caters to your clients' changing needs
Advise with confidence
You can also confidently support your clients’ estate planning and insurance needs. The Grow Wrap Super and Pension Service offers comprehensive, estate planning features which enables clients to take more control of protecting their superannuation savings and how they’re distributed to their dependents. They can access competitive life insurance, which can help you protect them against the financial consequences of losing their most valuable asset – their health as well as help protect their family against the consequences of losing income in the event of their death.
Connect with Grow Wrap today
Speak to one of our Business Development Managers, email adviser@wrapinvest.com.au or call the Grow Wrap Team today.
Adviser training
Contact the Adviser Training team to book in a Grow Wrap training session for you and your practice staff.
Login to Grow Wrap
Login to the Grow Wrap adviser portal to efficiently set up and manage your client wrap accounts online.