By clicking through to the Investments or Platforms site below you confirm that you are a licensed adviser operating under an Australian Financial Services License.

Discover our latest enhancements to client creation on FirstWrap

On 21 October 2021, FirstWrap will launch the second release of enhancements to client origination, making available the creation of company and trust client types in the new look platform screens.

In July, we introduced a refreshed new look to the client creation screens on FirstWrap, which was the first release in our roadmap to make the platform more flexible, intuitive, and easy to use.

If you missed missed our July enhancements, you can learn more here.

What changes are we making in release two?

While the first release focused on individual client creation, we are now making available the ability to create company and trust client types in the new look platform screens.

We have also reduced the number of mandatory fields to speed up client creation time and introduced a new client summary screen, so you can review your client’s data before submitting the form.

Our downloadable client application forms, application submission methods, KYC forms and internal platform screens will remain the same.

Improving the online client account creation experience is the first step in an iterative approach to bringing our users a suite of new platform enhancements over the next 12 months, with customer feedback and insights helping guide the delivery of these changes.

We welcome your feedback

Customer feedback is essential for the continuous improvement of FirstWrap. Available from Friday 22 October 2021, we invite you to provide feedback on our latest enhancements via the ‘we’re listening’ section on the welcome page of the platform.

The content displayed on this page is intended for financial advisers only