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.
Recommended for you
AZ NGA has entered into a strategic partnership with national advice firm MiQ Private Wealth, as a way to provide a succession solution, as well as career development opportunities for staff.
While the advice profession struggles under growing operating costs, Adviser Ratings has found more than half of practices – some 58 per cent – that generate less than $250,000 in revenue report no profit at all.
The Federal Court has ordered the freezing of assets and the appointment of receivers to two entities linked to Australian Fiduciaries, ASIC’s latest move in an ongoing investigation into the company’s managed investment schemes.
Off the back of the August adviser exam results, the profession has seen 17 new entrants hit the Financial Adviser Register (FAR) this week, helping numbers return to positive territory.
