Xplore Wealth launches wrap platform
Xplore Wealth has launched a wrap platform for discretionary investments, superannuation and pension money, the first in a series of planned product launches for the firm.
Xplore Wrap would offer multi-currency and multi-market investment access and trading through clients’ broker of choice. It would deliver access to a range of managed funds, ASX-listed equities, international equities from 28 exchanges and cash investment products.
The firm said the new platform would complement the firm’s existing managed discretionary account capabilities and support the evolving needs of the firm’s client base.
Xplore Wealth non-executive chairman, Peter Brook, said: “Xplore Wrap was developed partly to help transform client and adviser relationships. It offers advisers a genuine range of investment solutions to meet a choice of client need.
“For example, advisers can provide clients with the advanced benefit of a consolidated view of investments, access to managed funds, international securities and portfolio rebalancing under a single instruction.”
This was the first product launch by the firm since it was rebranded from Managed Accounts to Xplore Wealth in March 2019.
AUTHOR
Laura Dew
Recommended for you
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer.
