Asgard adds changes to eWRAP features

platforms advisers

7 June 2011
| By Milana Pokrajac |

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.

Homepage

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 14 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

5 days 20 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 days 18 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 days 21 hours ago