Direct Feed SMSF Wrap Accounts

 

We receive data from the following SMSF wrap accounts and investment platforms:

  • AMP North
  • AMP PPS – Personalised Portfolio Service
  • Antares Capital SMA
  • Asgard
  • Australian Money Market – AMM
  • Beacon Wrap Service
  • BT Panorama
  • BT Wrap
  • Colonial First Choice
  • Colonial First State (CFS)
  • Colonial FirstWrap
  • Crestone Wealth Management
  • DNR Capital (Dalton Nicol Reid)
  • Elston
  • Encircle Portfolio Service
  • Fixed Income Investment Group Securities – FIIG
  • Fitzpatrick
  • HUB24
  • Implemented Portfolios
  • Investment Exchange
  • IOOF
  • JBWere
  • Macquarie Equity Lever
  • Macquarie Vision
  • Macquarie Wrap
  • Managed Accounts – IAS
  • Mason Stevens
  • MLC Navigator
  • MLC Wrap
  • Momentum
  • Netwealth
  • Northhaven Wrap
  • Omniport Wrap Service
  • OneVue
  • Ord Minnett PARS
  • Patersons Accolade
  • Premium Choice
  • Praemium including Blackrock
  • Politis Investment Management
  • Russell Investments
  • Symetry Portfolio Service
  • Vantage Portfolio Solutions
  • Xplore Wealth (Managed Accounts – IAS)

The following is a list of BT Wrap Badges / White Label Accounts:

  • Accumulus Wrap Service
  • Acuity Portfolio Service
  • adviceLink
  • ANZ Private Portfolio
  • Asgard Xchange Wrap
  • Assemble
  • Assetlink
  • BT Platinum Wealth
  • BT Portfolio Wrap
  • BT Private Wrap
  • Cantor Online
  • Citi Smith Barney Portfolio Plus
  • CitiChoice
  • Client Administration Service
  • Client Administration Service Client Portfolio Service
  • ClientPortfolioService
  • COMET
  • C-wrap
  • Fortnum Advice Wrap
  • FPS Portfolio Manager
  • Go
  • Grant Thornton Portfolio Service
  • Grant Thornton Portfolio Wrap
  • Insignia
  • Investar Total Wrap Service
  • Investar Wrap Service
  • Investor Portfolio Service
  • Investor Service Wrap
  • ipac iSelect
  • I-select
  • KPFS Portfolio Service
  • M Wrap
  • Merit Wealth
  • Merit Wealth Wrap
  • Merrill Lynch GWM Wrap
  • Money Management Service
  • Mx Wrap
  • mya Wrap
  • Newcastle Permanent Investment Portfolio
  • OnQ Wrap
  • OzPlan Wrap
  • Personal Financial Service
  • Personal Portfolio Online
  • platform2
  • Portfolio Administrator
  • Portfolio Plus
  • Portfolio Plus+
  • Portfolio Preference
  • Portfolio Solutions
  • Premium Online
  • PrivateClient Choice
  • PrivateClient Service
  • Select Wrap
  • SOLAR Investment Service
  • SOLAR Wrap
  • Strategic Investment Solutions
  • StrategyOne
  • SWMS Portfolio Wrap
  • TFAPortfolio Service
  • The Family Portfolio SuperWrap
  • The Family Section SuperWrap
  • The Investor Service Wrap
  • The Private Client Choice
  • The Private Client Service
  • The Private Wealth Service
  • VantagePortfolio Solutions
  • Vitality Wrap
  • Wealth Manager
  • Wealth Wrap
  • wealth-e-account
  • WealthWrap
  • William Buck Portfolio Service