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A template for efficiency: Spend less time on delivering tailored solutions

A template for efficiency: Spend less time on delivering tailored solutions

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A template for efficiency: Spend less time on delivering tailored solutions

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  1. A template for efficiency: Spend less time on delivering tailored solutions One of the challenges of running a successful and profitable financial planning practice is achieving a balance between maximising the time you spend giving your clients personalised service so that you can deepen and grow your client relationships, and minimising the ongoing administration required to support this. Templates are one of the tools that can be used to help you achieve this balance. These are delivered on the Wrap DeskTop via our Model Portfolio tools. These tools allow you to achieve administrative efficiencies while still delivering the ability to tailor the templates or models for individual clients.

  2. How can model portfolios benefit your business? Better manage your risk Wrap’s sophisticated rebalancing feature allows you to realign a client portfolio to the linked model or model blend, eliminating manual calculations and errors. Orders are generated for your review and can be edited prior to submission, giving you total control of the process. Click to learn more

  3. Quickly establish models Create and link clients to models consisting of listed securities (where available), managed funds and/or cash. Model portfolios can reduce the time spent on establishing and administering investment portfolios for individual clients. You only need to establish a model once, and can then quickly and efficiently apply that model to one or many clients. You can set model preferences to include minimum order value, minimum holding value and minimum cash post rebalancing. You can also include a tolerance level for each asset in the models to help identify when an account needs rebalancing.

  4. Tailor for an individual client • Where required you can ‘set preference’ at the account level to tailor models to individual client requirements, for example you can: • Specify cash levels for model investment as part of, or outside, the model. • Include, Exclude and Lock specific investments for the rebalance calculation. • Set minimum values for investment holdings and orders to eliminate low value trades. • Set substitution rules for any listed security and/or managed fund.

  5. Efficient bulk rebalancing Wrap’s Model Portfolio Tools make it easy to administer your client’s portfolios. Even the process of rebalancing is made easier with our bulk rebalancing functionality. You simply use the search functionality to build a client list and then generate the rebalance instructions in bulk. No need to submit individual instructions for each client.

  6. Bulk save rebalances You can save your created orders (for example if you require clients consent) and then submit them to market.

  7. Streamlined order processing The Model Portfolio Tools allow you to generate, save, retrieve and submit rebalance orders for a single client or multiple clients. The individual orders required to execute the rebalance are automatically created and displayed on one screen for your review. You can make any individual changes required such as deleting or amending individual orders before submitting all of the orders with the click of a button. A consolidated Order status screen ensures you can easily monitor the progress of all orders on one screen.

  8. Detailed reporting ensures you stay in control • Obtain comprehensive reporting, giving you access to the information you need. At any time you can view: • The models you have access to. • The clients using a particular model.

  9. Not all model portfolio functionality may be available to advisers operating under a badged arrangement. To change your current access permission, please contact your badge head office or, for further information, contact Wrap Adviser Relations on 1300 360 899. BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) operates Wrap and administers SuperWrap. BT Funds Management Limited ABN 63 002 916 458 (Trustee) is the trustee and issuer of SuperWrap ABN 39 827 542 991. This document has been prepared for use by advisers only. It must not be made available to any retail client or attributed to BTPS or the Trustee. This document or any of the information contained within it must not be copied, used, reproduced or otherwise circulated without the prior written consent of BTPS. 15032-0414ms

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