Consilium reaches a milestone

Managing director Scott Alman says this milestone highlights the increasing demand for innovative and future-ready financial solutions.

"Reaching $9 billion in FUM is a testament to the trust advisers place in Consilium," he says. "We are committed to equipping advisers with the technology, support and investment solutions they need to navigate an evolving financial landscape and deliver exceptional client outcomes."

Consilium Wrap’s ecosystem is designed to support sustained growth, offering ESG portfolio analysis, a flexible rebalancing engine, and comprehensive reporting on holdings, performance, and tax. The recent launch of virtual banking enables same-day account funding, providing a faster, more seamless client experience.

He says firms that have transitioned to Consilium Wrap are experiencing significant growth, reinforcing the platform’s ability to help firms scale effectively.