Asgard adds changes to eWRAP features
Asgard has released a number of new features for its eWRAP platform, which the company claims will help advisers deliver more customised advice in less time.
The enhancements include simplified share and managed funds trading, improvements to model portfolio functionality and online corporate actions for eWRAP super and pension accounts.
Head of Asgard Craig Lawrenson said the platform provider had $6.2 billion of funds under administration currently using templates.
“These new enhancements to our templating functionality will mean advisers can now create templates comprising cash, managed funds and equities which they can link to multiple clients,” Lawrenson said.
He added enhancements to share trading within eWRAP were particularly timely as the inclusion of equities in portfolios continued to see a resurgence.
Simplified share trading, as well as online corporate actions have also been introduced for Asgard’s Managed Profiles platform.
AUTHOR
Milana Pokrajac
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