Solutions that give you choice and control
Consilium has a range of solutions to meet the needs of advisers and their clients
which can be tailored to match individual circumstances.
An enterprise level custodial solution that enables digital access to a wide range of investment solutions. Consilium Wrap provides industry leading custodial administration services, supported by a dedicated and responsive service team. With smart rebalancing, digital onboarding, reduced fund manager fees and a highly competitive fee structure, Consilium Wrap is specifically designed for independent financial advisory firms.
Wrap 2.0, a significant upgrade to Consilium Wrap's core technology, is set to launch in mid-2020.
KiwiWRAP KiwiSaver Scheme
Launching in September 2020, KiwiWRAP enables advisers to construct and manage personalised KiwiSaver portfolios and integrate these with non-KiwiSaver assets, for a total client advice service. The scheme will be held on Consilium Wrap.
Synergy offers expert portfolio solutions within a cost effective and fully automated third-party DIMS. With a suite of 22 model portfolios, Synergy is designed for advisers seeking a diversified and robust investment solution.
What makes Consilium unique is our ability to offer a personalised range of services to help advisers grow their businesses. Partner Firm advisers have access to a full suite of diversified investment strategies along with comprehensive tools, templates, coaching and a community of likeminded colleagues.