MLC Wrap Investments is designed with your needs in mind, to help you manage your clients’ investment portfolios that are outside super.
Whatever the investment timeframe, it makes it easy for you to develop tailored investment strategies to meet their individual needs.
Using MLC Wrap Investments you can bring together a wide range of investments into one account for your clients, including managed funds, listed securities and term deposits.
And because they’re all in one place online, you can review and manage your clients’ portfolios with ease and efficiency. MLC Wrap Investments also helps you manage your client’s tax situation throughout the year using our sophisticated tax optimisation tools.
For more information download the MLC Wrap Investments Service Guide
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