All the custody, reporting, hosting and development services to run your business and a whole lot more, like KiwiSaver, the transfer of entire investment and tax histories.
Our platform is able to hold conventional custodial wrap portfolios alongside NZ Super schemes (including QROPS) and KiwiSaver schemes. Now you can manage and administer your clients’ entire portfolio in one place.
We’ve got a track record of delivering results, backed by our parent company NZX Limited, New Zealand’s exchange. That’s why we work with hundreds of advisers and wealth managers and manage investment portfolios for thousands of investors.
Holding your assets in custody gives you and your adviser many benefits, like access to wholesale investments, the ability to move quickly on investment opportunities, better reporting and many others.