Consilium Wrap provides a global standard investment platform specifically designed for New Zealand financial adviser firms
and their clients.
Consilium and FNZ are excited to announce we have been chosen as a finalist in the FSC Awards for the Excellence in Sustainability Practices category for our recently launched ESG Profiler.
Consilium brings you the latest custodial platform services. Partnering with FNZ, Consilium has used its scale and expertise to customise and deliver industry leading technology and a world-class Wrap solution to financial advisers and investors across New Zealand.
Consilium Wrap gives advisers the flexibility to build a suite of model portfolios or provide investors with bespoke offerings, with access to a market-leading independent provider of custodial services.
Learn more why Consilium Wrap is the right platform for you.
Become Wealth, a leading financial advisory firm, has successfully transitioned $65 million in funds under management (FUM) to the Consilium Wrap platform.
Headquartered in Auckland and servicing clients across New Zealand, this strategic move included $60 million from one custodial platform and $5 million from another platform.
We believe in providing a custodial service that understands your business, creating greater efficiencies and increasing your value as an adviser.
Think of our client support team as an extension of your business. We simplify transacting, administration and reporting so your team can focus on what’s important – maximising the investment experience of your clients.
We understand that every business comes with different scale of clients and needs, and you need a solution that can be tailored to your needs. Consilium Wrap is a flexible platform that allow scale, customisation and opens you up to Consilium breath of solutions and services.
We have invested extensively into the design and implementation of the platform, and we are committed to continuous upgrading and developments - so that advisers can be confident that they are receiving the latest technology and features.
We are excited to announce the launch of the Consilium Wrap ESG Profiler – a sophisticated ESG tool designed exclusively for financial advisers and the first of its kind in New Zealand.
The ESG Profiler tool helps you record a client's ESG preferences, demonstrate the sustainability metrics of their investments on our platform and create tailored client reporting. Now available for advisers.
Migrating your customers to a new custodial service provider sounds like a big task – and it is – but our dedicated transition team are highly skilled and have completed over 50 advisory firms to our platform.
We work with you to make the transfer process seamless.
FNZ CEO Adrian Durham discusses on CNBC the merits of their global scale which will future proof the value of professional advice. Cross jurisdictional, end to end, AI enabled software removes inefficiencies so financial advisors can do what they do best.
Consilium's 10 year partnership with FNZ is supported by the findings of a major research study and includes discussions on how the adviser's role fits into a digital future.
The full report can be downloaded from here
