A wrap platform that works how you work
Powered by our proprietary technology, Expand Extra has been built from the ground up to allow advisers to build tailored, sophisticated portfolios, while simplifying their day-to-day operations, workflows, and processes. Expand Extra offers access to a competitive range of active, passive and direct investment options.
We’ve drawn on many years’ experience in the financial advice industry to design a wrap platform that supports advisers as they address the day-to-day challenges of running a practice and offering outstanding service to clients.
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Products available through Expand Extra
Reasons to choose Expand Extra
- Create custom, diversified portfolios with a choice of approximately 500 managed funds, most of the S&P All Ordinaries Index, term deposits and annuities
- Easy to manage with a regular contribution/deposit plan and automatic re-weighting
- Select from a comprehensive range of client reports
- Create custom data sets to support client communication
- Access business intelligence to inform operational and strategic decisions
- As a client’s wealth grows and their needs change, transition their accounts seamlessly from Expand Essential to Expand Extra, without tax implications
- Clients view both Expand Essential and Expand Extra accounts in one convenient portal, meaning their online access won’t be disrupted as they move between products
- Fee aggregation available for up to eight accounts
- Simple and transparent fee structure
- A choice of some Australia’s leading life insurers; AIA, MLC Life Insurance, TAL or Zurich