Innovative Solutions

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.

Consilium Wrap

An enterprise level investment platform 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.

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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. 

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Synergy Investments

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.

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Partner Services

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.

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